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 | $83,523 | $69,010+21.0% | $159,960-47.8% | $68,494+21.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.47% | -9.65%-4.8pp | 408.60%-423.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,544 | $2,213+60.1% | $4,226-16.1% | $2,596+36.5% |
| Participant deferral / active EE | $6,389 | $4,212+51.7% | $6,182+3.3% | $4,027+58.6% |
| Admin fee / account holder | $22,120 | $4,798+361.0% | $8,698+154.3% | $5,403+309.4% |