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 5-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 | $33,696 | $54,350-38.0% | $82,719-59.3% | $68,494-50.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.13% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $8,097 | $2,218+265.0% | $3,009+169.1% | $2,596+211.9% |
| Participant deferral / active EE | $6,447 | $3,246+98.6% | $4,395+46.7% | $4,027+60.1% |
| Admin fee / account holder | $4,263 | $4,395-3.0% | $5,329-20.0% | $5,403-21.1% |