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 | $94,628 | $54,350+74.1% | $82,719+14.4% | $68,494+38.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.81% | -13.67%-3.1pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,809 | $2,218-18.4% | $3,009-39.9% | $2,596-30.3% |
| Participant deferral / active EE | $3,606 | $3,246+11.1% | $4,395-18.0% | $4,027-10.5% |
| Admin fee / account holder | $2,543 | $4,395-42.2% | $5,329-52.3% | $5,403-52.9% |