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 | $50,556 | $72,404-30.2% | $110,238-54.1% | $64,186-21.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.70% | -6.29%-0.4pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,484 | $2,282+140.3% | $3,826+43.3% | $2,381+130.3% |
| Participant deferral / active EE | $3,263 | $3,469-6.0% | $4,672-30.2% | $3,470-6.0% |
| Admin fee / account holder | $1,678 | $5,664-70.4% | $8,547-80.4% | $4,888-65.7% |