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 | $98,444 | $91,538+7.5% | $129,995-24.3% | $75,163+31.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.50% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,331 | $2,845+52.2% | $4,320+0.3% | $2,670+62.2% |
| Participant deferral / active EE | $5,589 | $4,341+28.7% | $5,820-4.0% | $4,125+35.5% |
| Admin fee / account holder | $16,725 | $6,790+146.3% | $10,614+57.6% | $5,651+196.0% |