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 | $94,647 | $57,354+65.0% | $83,848+12.9% | $64,186+47.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.61% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,692 | $2,545+202.2% | $3,631+111.9% | $2,381+223.1% |
| Participant deferral / active EE | $7,837 | $2,993+161.8% | $4,082+92.0% | $3,470+125.9% |
| Admin fee / account holder | $7,621 | $4,046+88.4% | $5,478+39.1% | $4,888+55.9% |