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 | $86,466 | $76,000+13.8% | $154,107-43.9% | $64,186+34.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,528 | $3,351-24.6% | $5,298-52.3% | $2,381+6.2% |
| Participant deferral / active EE | $5,351 | $3,175+68.5% | $5,081+5.3% | $3,470+54.2% |
| Admin fee / account holder | $10,811 | $5,596+93.2% | $13,411-19.4% | $4,888+121.2% |