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 9-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 | $66,433 | $54,350+22.2% | $82,719-19.7% | $68,494-3.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.50% | -13.67%+2.2pp | 701.18%-712.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $5,611 | $2,218+153.0% | $3,009+86.5% | $2,596+116.1% |
| Participant deferral / active EE | $4,702 | $3,246+44.9% | $4,395+7.0% | $4,027+16.8% |
| Admin fee / account holder | $2,476 | $4,395-43.7% | $5,329-53.5% | $5,403-54.2% |