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 | $80,077 | $57,354+39.6% | $83,848-4.5% | $64,186+24.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.46% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,205 | $2,545-13.4% | $3,631-39.3% | $2,381-7.4% |
| Participant deferral / active EE | $2,481 | $2,993-17.1% | $4,082-39.2% | $3,470-28.5% |
| Admin fee / account holder | $11,111 | $4,046+174.6% | $5,478+102.8% | $4,888+127.3% |