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 | $82,581 | $54,350+51.9% | $82,719-0.2% | $68,494+20.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.18% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,387 | $2,218+52.7% | $3,009+12.6% | $2,596+30.4% |
| Participant deferral / active EE | $4,819 | $3,246+48.5% | $4,395+9.6% | $4,027+19.7% |
| Admin fee / account holder | $1,678 | $4,395-61.8% | $5,329-68.5% | $5,403-68.9% |