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 | $81,140 | $104,106-22.1% | $71,086+14.1% | $135,375-40.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.35% | 1256.30%-1263.6pp | 650.59%-657.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,144 | $1,485+313.7% | $1,088+464.8% | $4,779+28.6% |
| Participant deferral / active EE | $4,455 | $2,527+76.3% | $1,874+137.7% | $5,609-20.6% |
| Admin fee / account holder | $1,957 | $4,142-52.7% | $3,082-36.5% | $10,827-81.9% |