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 | $87,575 | $57,354+52.7% | $83,848+4.4% | $64,186+36.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.25% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $13,388 | $2,545+426.0% | $3,631+268.7% | $2,381+462.3% |
| Participant deferral / active EE | $3,457 | $2,993+15.5% | $4,082-15.3% | $3,470-0.4% |
| Admin fee / account holder | $511 | $4,046-87.4% | $5,478-90.7% | $4,888-89.6% |