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 | $56,195 | $72,404-22.4% | $110,238-49.0% | $64,186-12.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.17% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,169 | $2,282+82.7% | $3,826+9.0% | $2,381+75.1% |
| Participant deferral / active EE | $7,792 | $3,469+124.6% | $4,672+66.8% | $3,470+124.6% |
| Admin fee / account holder | $16,900 | $5,664+198.4% | $8,547+97.7% | $4,888+245.7% |