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 | $96,367 | $54,229+77.7% | $70,092+37.5% | $68,494+40.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.33% | -13.87%-0.5pp | 190.73%-205.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,088 | $2,018+152.1% | $2,559+98.8% | $2,596+96.0% |
| Participant deferral / active EE | $5,478 | $2,956+85.3% | $3,849+42.3% | $4,027+36.0% |
| Admin fee / account holder | $20,314 | $4,694+332.7% | $6,267+224.2% | $5,403+276.0% |