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 | $64,484 | $57,354+12.4% | $83,848-23.1% | $64,186+0.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.92% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $13,102 | $2,545+414.7% | $3,631+260.9% | $2,381+450.3% |
| Participant deferral / active EE | $1,250 | $2,993-58.2% | $4,082-69.4% | $3,470-64.0% |
| Admin fee / account holder | $6,014 | $4,046+48.7% | $5,478+9.8% | $4,888+23.0% |