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 | $103,196 | $49,177+109.8% | $79,464+29.9% | $64,186+60.8% |
| Participation rate | 88.7% | 65.0%+23.6pp | 73.3%+15.3pp | 69.6%+19.1pp |
| Annual return | -6.35% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $9,434 | $2,076+354.4% | $2,800+236.9% | $2,381+296.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,001 | $3,839-73.9% | $5,113-80.4% | $4,888-79.5% |