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 | $55,988 | $63,953-12.5% | $54,726+2.3% | $135,375-58.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -2.82% | -5.77%+2.9pp | -4.56%+1.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $4,976 | $4,256+16.9% | $3,449+44.3% | $4,779+4.1% |
| Participant deferral / active EE | $27,250 | $4,810+466.5% | $3,953+589.4% | $5,609+385.8% |
| Admin fee / account holder | $55,353 | $4,567+1112.0% | $3,818+1349.9% | $10,827+411.2% |