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 | $104,269 | $76,000+37.2% | $154,107-32.3% | $64,186+62.4% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -6.80% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,362 | $3,351+0.3% | $5,298-36.5% | $2,381+41.2% |
| Participant deferral / active EE | $4,468 | $3,175+40.7% | $5,081-12.0% | $3,470+28.8% |
| Admin fee / account holder | $1,033 | $5,596-81.5% | $13,411-92.3% | $4,888-78.9% |