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 | $70,100 | $54,350+29.0% | $82,719-15.3% | $68,494+2.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.63% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,043 | $2,218+82.3% | $3,009+34.4% | $2,596+55.7% |
| Participant deferral / active EE | $4,977 | $3,246+53.3% | $4,395+13.3% | $4,027+23.6% |
| Admin fee / account holder | $7,068 | $4,395+60.8% | $5,329+32.6% | $5,403+30.8% |