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 | $97,593 | $76,000+28.4% | $154,107-36.7% | $64,186+52.0% |
| Participation rate | 95.9% | 70.4%+25.5pp | 83.0%+12.9pp | 69.6%+26.4pp |
| Annual return | -3.93% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,222 | $3,351+55.8% | $5,298-1.4% | $2,381+119.3% |
| Participant deferral / active EE | $4,217 | $3,175+32.8% | $5,081-17.0% | $3,470+21.5% |
| Admin fee / account holder | $30,112 | $5,596+438.1% | $13,411+124.5% | $4,888+516.0% |