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 5-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 | $62,235 | $78,694-20.9% | $67,652-8.0% | $125,391-50.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.44% | 9.46%-9.9pp | 6625.04%-6625.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $7,041 | $3,044+131.3% | $2,266+210.8% | $4,866+44.7% |
| Participant deferral / active EE | $4,882 | $4,292+13.7% | $3,560+37.1% | $5,352-8.8% |
| Admin fee / account holder | $778 | $7,403-89.5% | $4,821-83.9% | $9,540-91.8% |