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 | $130,565 | $54,350+140.2% | $82,719+57.8% | $68,494+90.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.72% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,351 | $2,218+141.2% | $3,009+77.8% | $2,596+106.1% |
| Participant deferral / active EE | $6,821 | $3,246+110.1% | $4,395+55.2% | $4,027+69.4% |
| Admin fee / account holder | $3,024 | $4,395-31.2% | $5,329-43.3% | $5,403-44.0% |