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 | $45,581 | $54,350-16.1% | $82,719-44.9% | $68,494-33.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.04% | -13.67%-0.4pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,595 | $2,218+62.1% | $3,009+19.5% | $2,596+38.5% |
| Participant deferral / active EE | $5,961 | $3,246+83.6% | $4,395+35.6% | $4,027+48.0% |
| Admin fee / account holder | $1,028 | $4,395-76.6% | $5,329-80.7% | $5,403-81.0% |