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 | $65,924 | $76,000-13.3% | $154,107-57.2% | $64,186+2.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,705 | $3,351+10.6% | $5,298-30.1% | $2,381+55.6% |
| Participant deferral / active EE | $5,827 | $3,175+83.5% | $5,081+14.7% | $3,470+67.9% |
| Admin fee / account holder | $4,459 | $5,596-20.3% | $13,411-66.8% | $4,888-8.8% |