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 | $44,455 | $57,354-22.5% | $83,848-47.0% | $64,186-30.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.97% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,902 | $2,545+131.9% | $3,631+62.6% | $2,381+147.9% |
| Participant deferral / active EE | $8,758 | $2,993+192.6% | $4,082+114.6% | $3,470+152.4% |
| Admin fee / account holder | $3,172 | $4,046-21.6% | $5,478-42.1% | $4,888-35.1% |