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 | $39,758 | $54,350-26.8% | $82,719-51.9% | $68,494-42.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.39% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,854 | $2,218+209.0% | $3,009+127.8% | $2,596+164.0% |
| Participant deferral / active EE | $4,053 | $3,246+24.9% | $4,395-7.8% | $4,027+0.6% |
| Admin fee / account holder | $7,068 | $4,395+60.8% | $5,329+32.6% | $5,403+30.8% |