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 | $157,001 | $76,000+106.6% | $154,107+1.9% | $64,186+144.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.05% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,072 | $3,351+21.5% | $5,298-23.1% | $2,381+71.0% |
| Participant deferral / active EE | $3,070 | $3,175-3.3% | $5,081-39.6% | $3,470-11.5% |
| Admin fee / account holder | $1,997 | $5,596-64.3% | $13,411-85.1% | $4,888-59.2% |