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 | $89,654 | $54,350+65.0% | $82,719+8.4% | $68,494+30.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.83% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,875 | $2,218-15.5% | $3,009-37.7% | $2,596-27.8% |
| Participant deferral / active EE | $3,229 | $3,246-0.5% | $4,395-26.5% | $4,027-19.8% |
| Admin fee / account holder | $2,029 | $4,395-53.8% | $5,329-61.9% | $5,403-62.5% |