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 | $34,763 | $57,354-39.4% | $83,848-58.5% | $64,186-45.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.90% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,536 | $2,545+117.5% | $3,631+52.5% | $2,381+132.5% |
| Participant deferral / active EE | $6,664 | $2,993+122.6% | $4,082+63.3% | $3,470+92.1% |
| Admin fee / account holder | $647 | $4,046-84.0% | $5,478-88.2% | $4,888-86.8% |