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 | $54,617 | $54,350+0.5% | $82,719-34.0% | $68,494-20.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.62% | -13.67%+0.1pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,571 | $2,218+106.1% | $3,009+51.9% | $2,596+76.1% |
| Participant deferral / active EE | $5,706 | $3,246+75.8% | $4,395+29.8% | $4,027+41.7% |
| Admin fee / account holder | $2,807 | $4,395-36.1% | $5,329-47.3% | $5,403-48.0% |