See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,454 | $82,664+61.4% | $125,339+6.5% | $68,494+94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,091 | $3,381+80.1% | $4,814+26.5% | $2,596+134.6% |
| Participant deferral / active EE | $10,096 | $6,110+65.2% | $7,446+35.6% | $4,027+150.7% |
| Admin fee / account holder | $5,908 | $6,275-5.9% | $10,010-41.0% | $5,403+9.3% |