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 | $81,394 | $54,350+49.8% | $82,719-1.6% | $68,494+18.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.09% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,923 | $2,218+76.9% | $3,009+30.4% | $2,596+51.1% |
| Participant deferral / active EE | $3,685 | $3,246+13.5% | $4,395-16.1% | $4,027-8.5% |
| Admin fee / account holder | $2,698 | $4,395-38.6% | $5,329-49.4% | $5,403-50.1% |