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 | $56,304 | $54,350+3.6% | $82,719-31.9% | $68,494-17.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.58% | -13.67%+3.1pp | 701.18%-711.8pp | -7.84%-2.7pp |
| Employer contribution / active EE | $4,744 | $2,218+113.9% | $3,009+57.7% | $2,596+82.7% |
| Participant deferral / active EE | $1,711 | $3,246-47.3% | $4,395-61.1% | $4,027-57.5% |
| Admin fee / account holder | $5,164 | $4,395+17.5% | $5,329-3.1% | $5,403-4.4% |