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 | $65,658 | $54,350+20.8% | $82,719-20.6% | $68,494-4.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.21% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,556 | $2,218+150.5% | $3,009+84.6% | $2,596+114.0% |
| Participant deferral / active EE | $1,749 | $3,246-46.1% | $4,395-60.2% | $4,027-56.6% |
| Admin fee / account holder | $2,390 | $4,395-45.6% | $5,329-55.1% | $5,403-55.8% |