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 | $53,918 | $49,177+9.6% | $79,464-32.1% | $64,186-16.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.47% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,077 | $2,076+144.5% | $2,800+81.3% | $2,381+113.2% |
| Participant deferral / active EE | $3,207 | $2,821+13.7% | $3,704-13.4% | $3,470-7.6% |
| Admin fee / account holder | $626 | $3,839-83.7% | $5,113-87.8% | $4,888-87.2% |