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 | $79,195 | $91,538-13.5% | $129,995-39.1% | $75,163+5.4% |
| Participation rate | 78.3% | 71.4%+6.8pp | 78.5%-0.2pp | 67.2%+11.1pp |
| Annual return | 13.56% | -631.11%+644.7pp | -137.18%+150.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $7,081 | $2,845+148.9% | $4,320+63.9% | $2,670+165.2% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,028 | $6,790-40.7% | $10,614-62.1% | $5,651-28.7% |