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 | $81,293 | $54,350+49.6% | $82,719-1.7% | $68,494+18.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.55% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $13,099 | $2,218+490.6% | $3,009+335.3% | $2,596+404.5% |
| Participant deferral / active EE | $6,997 | $3,246+115.6% | $4,395+59.2% | $4,027+73.7% |
| Admin fee / account holder | $6,224 | $4,395+41.6% | $5,329+16.8% | $5,403+15.2% |