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 | $77,331 | $55,449+39.5% | $83,848-7.8% | $56,287+37.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -3.61% | -1.38%-2.2pp | 850.88%-854.5pp | -9.96%+6.3pp |
| Employer contribution / active EE | $5,613 | $2,430+131.0% | $3,631+54.6% | $2,111+165.9% |
| Participant deferral / active EE | $5,387 | $2,935+83.5% | $4,082+32.0% | $3,350+60.8% |
| Admin fee / account holder | $7,594 | $656+1057.6% | $5,478+38.6% | $521+1357.7% |