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 | $81,663 | $46,360+76.1% | $147,614-44.7% | $52,331+56.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.08% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $4,848 | $2,126+128.0% | $5,564-12.9% | $1,882+157.7% |
| Participant deferral / active EE | $3,217 | $2,258+42.5% | $4,895-34.3% | $3,022+6.5% |
| Admin fee / account holder | $1,419 | $766+85.4% | $11,611-87.8% | $592+139.9% |