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 | $110,277 | $82,664+33.4% | $125,339-12.0% | $68,494+61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,863 | $3,381+43.8% | $4,814+1.0% | $2,596+87.3% |
| Participant deferral / active EE | $9,532 | $6,110+56.0% | $7,446+28.0% | $4,027+136.7% |
| Admin fee / account holder | $4,690 | $6,275-25.3% | $10,010-53.1% | $5,403-13.2% |