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 | $63,038 | $72,404-12.9% | $110,238-42.8% | $64,186-1.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.39% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,643 | $2,282+147.3% | $3,826+47.5% | $2,381+137.0% |
| Participant deferral / active EE | $5,832 | $3,469+68.1% | $4,672+24.8% | $3,470+68.1% |
| Admin fee / account holder | $1,190 | $5,664-79.0% | $8,547-86.1% | $4,888-75.6% |