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 10-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 | $91,766 | $82,664+11.0% | $125,339-26.8% | $68,494+34.0% |
| Participation rate | 90.6% | 75.0%+15.5pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $12,000 | $3,381+254.9% | $4,814+149.3% | $2,596+362.2% |
| Participant deferral / active EE | $6,986 | $6,110+14.3% | $7,446-6.2% | $4,027+73.5% |
| Admin fee / account holder | $36,623 | $6,275+483.6% | $10,010+265.9% | $5,403+577.9% |