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 | $63,211 | $94,529-33.1% | $140,016-54.9% | $64,186-1.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.60% | 7.77%-14.4pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,503 | $3,812+70.6% | $5,606+16.0% | $2,381+173.1% |
| Participant deferral / active EE | $7,262 | $5,250+38.3% | $6,927+4.8% | $3,470+109.3% |
| Admin fee / account holder | $2,232 | $6,741-66.9% | $10,705-79.2% | $4,888-54.3% |