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 | $117,973 | $76,000+55.2% | $154,107-23.4% | $64,186+83.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.94% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,787 | $3,351+42.9% | $5,298-9.6% | $2,381+101.1% |
| Participant deferral / active EE | $5,640 | $3,175+77.6% | $5,081+11.0% | $3,470+62.5% |
| Admin fee / account holder | $5,360 | $5,596-4.2% | $13,411-60.0% | $4,888+9.7% |