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 | $119,863 | $57,354+109.0% | $83,848+43.0% | $64,186+86.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.51% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,151 | $2,545-15.5% | $3,631-40.8% | $2,381-9.7% |
| Participant deferral / active EE | $9,280 | $2,993+210.1% | $4,082+127.4% | $3,470+167.5% |
| Admin fee / account holder | $1,615 | $4,046-60.1% | $5,478-70.5% | $4,888-67.0% |