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 | $38,281 | $49,177-22.2% | $79,464-51.8% | $64,186-40.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.34% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,499 | $2,076+164.8% | $2,800+96.4% | $2,381+131.0% |
| Participant deferral / active EE | $2,376 | $2,821-15.8% | $3,704-35.8% | $3,470-31.5% |
| Admin fee / account holder | $5,722 | $3,839+49.1% | $5,113+11.9% | $4,888+17.1% |