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 | $135,725 | $82,664+64.2% | $125,339+8.3% | $68,494+98.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,277 | $3,381-3.1% | $4,814-31.9% | $2,596+26.2% |
| Participant deferral / active EE | $6,159 | $6,110+0.8% | $7,446-17.3% | $4,027+52.9% |
| Admin fee / account holder | $4,905 | $6,275-21.8% | $10,010-51.0% | $5,403-9.2% |