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 7-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 | $77,672 | $91,538-15.1% | $129,995-40.3% | $75,163+3.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.60% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $10,011 | $2,845+251.9% | $4,320+131.8% | $2,670+275.0% |
| Participant deferral / active EE | $8,197 | $4,341+88.8% | $5,820+40.8% | $4,125+98.7% |
| Admin fee / account holder | $1,055 | $6,790-84.5% | $10,614-90.1% | $5,651-81.3% |