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 | $82,842 | $45,863+80.6% | $77,024+7.6% | $68,494+20.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.49% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,970 | $1,650+383.2% | $2,812+183.4% | $2,596+207.0% |
| Participant deferral / active EE | $13,362 | $2,962+351.1% | $4,426+201.9% | $4,027+231.8% |
| Admin fee / account holder | $5,506 | $3,041+81.1% | $5,425+1.5% | $5,403+1.9% |