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 | $62,311 | $72,404-13.9% | $110,238-43.5% | $64,186-2.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.19% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,422 | $2,282+137.6% | $3,826+41.7% | $2,381+127.7% |
| Participant deferral / active EE | $4,587 | $3,469+32.2% | $4,672-1.8% | $3,470+32.2% |
| Admin fee / account holder | $3,743 | $5,664-33.9% | $8,547-56.2% | $4,888-23.4% |