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 | $114,333 | $57,354+99.3% | $83,848+36.4% | $64,186+78.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.24% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,568 | $2,545+0.9% | $3,631-29.3% | $2,381+7.9% |
| Participant deferral / active EE | $7,449 | $2,993+148.9% | $4,082+82.5% | $3,470+114.7% |
| Admin fee / account holder | $6,254 | $4,046+54.6% | $5,478+14.2% | $4,888+28.0% |