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 | $66,376 | $54,350+22.1% | $82,719-19.8% | $68,494-3.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.95% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,578 | $2,218+106.4% | $3,009+52.2% | $2,596+76.3% |
| Participant deferral / active EE | $8,916 | $3,246+174.7% | $4,395+102.9% | $4,027+121.4% |
| Admin fee / account holder | $9,430 | $4,395+114.5% | $5,329+77.0% | $5,403+74.5% |