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 | $44,606 | $57,354-22.2% | $83,848-46.8% | $64,186-30.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.04% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,500 | $2,545+37.5% | $3,631-3.6% | $2,381+47.0% |
| Participant deferral / active EE | $2,134 | $2,993-28.7% | $4,082-47.7% | $3,470-38.5% |
| Admin fee / account holder | $9,894 | $4,046+144.6% | $5,478+80.6% | $4,888+102.4% |