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 9-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 | $97,181 | $76,000+27.9% | $154,107-36.9% | $64,186+51.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.66% | 30.32%-32.0pp | 735.12%-736.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $3,080 | $3,351-8.1% | $5,298-41.9% | $2,381+29.4% |
| Participant deferral / active EE | $2,555 | $3,175-19.5% | $5,081-49.7% | $3,470-26.4% |
| Admin fee / account holder | $2,976 | $5,596-46.8% | $13,411-77.8% | $4,888-39.1% |