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 | $132,445 | $82,664+60.2% | $125,339+5.7% | $68,494+93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.52% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $9,809 | $3,381+190.1% | $4,814+103.8% | $2,596+277.8% |
| Participant deferral / active EE | $14,057 | $6,110+130.0% | $7,446+88.8% | $4,027+249.1% |
| Admin fee / account holder | $5,255 | $6,275-16.3% | $10,010-47.5% | $5,403-2.7% |