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 | $59,596 | $54,350+9.7% | $82,719-28.0% | $68,494-13.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.46% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,066 | $2,218+38.2% | $3,009+1.9% | $2,596+18.1% |
| Participant deferral / active EE | $4,475 | $3,246+37.9% | $4,395+1.8% | $4,027+11.1% |
| Admin fee / account holder | $7,140 | $4,395+62.5% | $5,329+34.0% | $5,403+32.2% |