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 | $96,053 | $72,404+32.7% | $110,238-12.9% | $64,186+49.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.74% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,352 | $2,282+3.1% | $3,826-38.5% | $2,381-1.2% |
| Participant deferral / active EE | $4,604 | $3,469+32.7% | $4,672-1.4% | $3,470+32.7% |
| Admin fee / account holder | $24,904 | $5,664+339.7% | $8,547+191.4% | $4,888+409.5% |