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 | $54,963 | $54,350+1.1% | $82,719-33.6% | $68,494-19.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.90% | -13.67%-3.2pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,005 | $2,218+80.6% | $3,009+33.1% | $2,596+54.3% |
| Participant deferral / active EE | $2,917 | $3,246-10.1% | $4,395-33.6% | $4,027-27.6% |
| Admin fee / account holder | $7,237 | $4,395+64.6% | $5,329+35.8% | $5,403+34.0% |