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 | $75,522 | $54,350+39.0% | $82,719-8.7% | $68,494+10.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.89% | -13.67%-1.2pp | 701.18%-716.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,908 | $2,218+121.3% | $3,009+63.1% | $2,596+89.0% |
| Participant deferral / active EE | $7,757 | $3,246+139.0% | $4,395+76.5% | $4,027+92.6% |
| Admin fee / account holder | $3,915 | $4,395-10.9% | $5,329-26.5% | $5,403-27.5% |