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 | $67,828 | $54,350+24.8% | $82,719-18.0% | $68,494-1.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.48% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,664 | $2,218+110.3% | $3,009+55.0% | $2,596+79.6% |
| Participant deferral / active EE | $5,718 | $3,246+76.2% | $4,395+30.1% | $4,027+42.0% |
| Admin fee / account holder | $13,985 | $4,395+218.2% | $5,329+162.4% | $5,403+158.8% |