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 | $76,450 | $54,350+40.7% | $82,719-7.6% | $68,494+11.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.82% | -13.67%+0.9pp | 701.18%-714.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $6,569 | $2,218+196.1% | $3,009+118.3% | $2,596+153.0% |
| Participant deferral / active EE | $5,534 | $3,246+70.5% | $4,395+25.9% | $4,027+37.4% |
| Admin fee / account holder | $4,218 | $4,395-4.0% | $5,329-20.8% | $5,403-21.9% |