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 | $74,846 | $43,723+71.2% | $121,196-38.2% | $64,186+16.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -7.67% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,397 | $1,296+84.9% | $4,022-40.4% | $2,381+0.7% |
| Participant deferral / active EE | $3,986 | $2,280+74.8% | $3,344+19.2% | $3,470+14.9% |
| Admin fee / account holder | $3,898 | $3,501+11.3% | $5,019-22.3% | $4,888-20.3% |