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 | $85,977 | $48,274+78.1% | $63,517+35.4% | $59,632+44.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -0.24% | -240.79%+240.6pp | -70.30%+70.1pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,081 | $1,586-31.8% | $2,322-53.4% | $2,203-50.9% |
| Participant deferral / active EE | $4,107 | $2,343+75.3% | $2,953+39.1% | $3,192+28.7% |
| Admin fee / account holder | $6,485 | $3,600+80.1% | $5,892+10.1% | $4,297+50.9% |