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 | $71,181 | $54,350+31.0% | $82,719-13.9% | $68,494+3.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.64% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,076 | $2,218+83.8% | $3,009+35.5% | $2,596+57.0% |
| Participant deferral / active EE | $5,964 | $3,246+83.7% | $4,395+35.7% | $4,027+48.1% |
| Admin fee / account holder | $27,572 | $4,395+527.3% | $5,329+417.4% | $5,403+410.3% |