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 | $102,239 | $82,664+23.7% | $125,339-18.4% | $68,494+49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.99% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,170 | $3,381-6.2% | $4,814-34.1% | $2,596+22.1% |
| Participant deferral / active EE | $6,480 | $6,110+6.1% | $7,446-13.0% | $4,027+60.9% |
| Admin fee / account holder | $18,513 | $6,275+195.0% | $10,010+85.0% | $5,403+242.7% |