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 8-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 | $111,603 | $57,354+94.6% | $83,848+33.1% | $64,186+73.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.73% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $721 | $2,545-71.7% | $3,631-80.1% | $2,381-69.7% |
| Participant deferral / active EE | $5,739 | $2,993+91.8% | $4,082+40.6% | $3,470+65.4% |
| Admin fee / account holder | $318 | $4,046-92.2% | $5,478-94.2% | $4,888-93.5% |