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 | $89,908 | $72,404+24.2% | $110,238-18.4% | $64,186+40.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.15% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,857 | $2,282+112.9% | $3,826+26.9% | $2,381+104.0% |
| Participant deferral / active EE | $5,529 | $3,469+59.4% | $4,672+18.3% | $3,470+59.4% |
| Admin fee / account holder | $3,437 | $5,664-39.3% | $8,547-59.8% | $4,888-29.7% |