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 | $43,920 | $54,350-19.2% | $82,719-46.9% | $68,494-35.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.72% | -13.67%-1.1pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,119 | $2,218+85.7% | $3,009+36.9% | $2,596+58.7% |
| Participant deferral / active EE | $6,389 | $3,246+96.8% | $4,395+45.4% | $4,027+58.7% |
| Admin fee / account holder | $6,967 | $4,395+58.5% | $5,329+30.7% | $5,403+29.0% |