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 | $69,695 | $57,354+21.5% | $83,848-16.9% | $64,186+8.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.27% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,145 | $2,545+62.9% | $3,631+14.2% | $2,381+74.1% |
| Participant deferral / active EE | $6,997 | $2,993+133.8% | $4,082+71.4% | $3,470+101.7% |
| Admin fee / account holder | $10,285 | $4,046+154.2% | $5,478+87.7% | $4,888+110.4% |