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 | $82,755 | $72,404+14.3% | $110,238-24.9% | $64,186+28.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.27% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,106 | $2,282+123.8% | $3,826+33.4% | $2,381+114.5% |
| Participant deferral / active EE | $5,468 | $3,469+57.6% | $4,672+17.0% | $3,470+57.6% |
| Admin fee / account holder | $2,471 | $5,664-56.4% | $8,547-71.1% | $4,888-49.4% |