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 | $129,948 | $54,350+139.1% | $82,719+57.1% | $68,494+89.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.91% | -13.67%-1.2pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,017 | $2,218+126.2% | $3,009+66.7% | $2,596+93.2% |
| Participant deferral / active EE | $9,636 | $3,246+196.8% | $4,395+119.2% | $4,027+139.3% |
| Admin fee / account holder | $1,229 | $4,395-72.0% | $5,329-76.9% | $5,403-77.3% |