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 | $59,842 | $77,813-23.1% | $123,544-51.6% | $64,186-6.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.05% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $7,678 | $3,014+154.8% | $4,628+65.9% | $2,381+222.5% |
| Participant deferral / active EE | $13,446 | $5,240+156.6% | $6,426+109.3% | $3,470+287.6% |
| Admin fee / account holder | $12,298 | $5,519+122.8% | $9,284+32.5% | $4,888+151.6% |