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 | $79,102 | $54,350+45.5% | $82,719-4.4% | $68,494+15.5% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -15.63% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,686 | $2,218+21.1% | $3,009-10.7% | $2,596+3.5% |
| Participant deferral / active EE | $5,888 | $3,246+81.4% | $4,395+34.0% | $4,027+46.2% |
| Admin fee / account holder | $33,359 | $4,395+659.0% | $5,329+526.0% | $5,403+517.5% |