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 | $84,691 | $54,350+55.8% | $82,719+2.4% | $68,494+23.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.51% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $7,437 | $2,218+235.3% | $3,009+147.2% | $2,596+186.5% |
| Participant deferral / active EE | $5,955 | $3,246+83.5% | $4,395+35.5% | $4,027+47.9% |
| Admin fee / account holder | $4,710 | $4,395+7.2% | $5,329-11.6% | $5,403-12.8% |