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 | $64,585 | $77,813-17.0% | $123,544-47.7% | $64,186+0.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.79% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $7,407 | $3,014+145.8% | $4,628+60.1% | $2,381+211.1% |
| Participant deferral / active EE | $11,620 | $5,240+121.8% | $6,426+80.8% | $3,470+234.9% |
| Admin fee / account holder | $5,825 | $5,519+5.6% | $9,284-37.3% | $4,888+19.2% |