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 | $52,399 | $54,350-3.6% | $82,719-36.7% | $68,494-23.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.60% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,349 | $2,218+96.1% | $3,009+44.5% | $2,596+67.5% |
| Participant deferral / active EE | $8,106 | $3,246+149.7% | $4,395+84.4% | $4,027+101.3% |
| Admin fee / account holder | $381 | $4,395-91.3% | $5,329-92.9% | $5,403-93.0% |