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 | $106,759 | $72,404+47.5% | $110,238-3.2% | $64,186+66.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.63% | -6.29%-0.3pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,362 | $2,282+47.4% | $3,826-12.1% | $2,381+41.2% |
| Participant deferral / active EE | $7,404 | $3,469+113.4% | $4,672+58.5% | $3,470+113.4% |
| Admin fee / account holder | $1,817 | $5,664-67.9% | $8,547-78.7% | $4,888-62.8% |