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 | $104,508 | $54,350+92.3% | $82,719+26.3% | $68,494+52.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.67% | -13.67%+5.0pp | 701.18%-709.9pp | -7.84%-0.8pp |
| Employer contribution / active EE | $4,958 | $2,218+123.5% | $3,009+64.8% | $2,596+91.0% |
| Participant deferral / active EE | $6,431 | $3,246+98.1% | $4,395+46.3% | $4,027+59.7% |
| Admin fee / account holder | $56,696 | $4,395+1189.9% | $5,329+963.9% | $5,403+949.4% |