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 | $73,484 | $72,404+1.5% | $110,238-33.3% | $64,186+14.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.00% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $9,109 | $2,282+299.2% | $3,826+138.1% | $2,381+282.6% |
| Participant deferral / active EE | $4,360 | $3,469+25.7% | $4,672-6.7% | $3,470+25.7% |
| Admin fee / account holder | $12,038 | $5,664+112.5% | $8,547+40.8% | $4,888+146.3% |