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 | $135,040 | $54,350+148.5% | $82,719+63.3% | $68,494+97.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.92% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,369 | $2,218+97.0% | $3,009+45.2% | $2,596+68.3% |
| Participant deferral / active EE | $6,609 | $3,246+103.6% | $4,395+50.4% | $4,027+64.1% |
| Admin fee / account holder | $1,021 | $4,395-76.8% | $5,329-80.8% | $5,403-81.1% |