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 | $77,999 | $72,404+7.7% | $110,238-29.2% | $64,186+21.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.17% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,240 | $2,282-1.8% | $3,826-41.5% | $2,381-5.9% |
| Participant deferral / active EE | $3,726 | $3,469+7.4% | $4,672-20.2% | $3,470+7.4% |
| Admin fee / account holder | $1,942 | $5,664-65.7% | $8,547-77.3% | $4,888-60.3% |