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 | $76,654 | $54,350+41.0% | $82,719-7.3% | $68,494+11.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -0.24% | -13.67%+13.4pp | 701.18%-701.4pp | -7.84%+7.6pp |
| Employer contribution / active EE | $6,560 | $2,218+195.8% | $3,009+118.0% | $2,596+152.7% |
| Participant deferral / active EE | $2,155 | $3,246-33.6% | $4,395-51.0% | $4,027-46.5% |
| Admin fee / account holder | $1,368 | $4,395-68.9% | $5,329-74.3% | $5,403-74.7% |