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 | $49,477 | $27,641+79.0% | $61,373-19.4% | $68,494-27.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -15.43% | -13.24%-2.2pp | 338.61%-354.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,456 | $695+396.8% | $1,159+198.0% | $2,596+33.1% |
| Participant deferral / active EE | $6,175 | $1,263+388.9% | $2,125+190.6% | $4,027+53.3% |
| Admin fee / account holder | $1,789 | $2,010-11.0% | $2,130-16.0% | $5,403-66.9% |