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 4-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 | $85,449 | $61,789+38.3% | $97,167-12.1% | $80,874+5.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 11.04% | -557.90%+568.9pp | 75.27%-64.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $6,646 | $1,837+261.9% | $2,729+143.5% | $2,756+141.2% |
| Participant deferral / active EE | $7,456 | $3,028+146.2% | $4,264+74.9% | $4,297+73.5% |
| Admin fee / account holder | $11,118 | $5,168+115.1% | $5,650+96.8% | $6,935+60.3% |