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 | $86,599 | $80,812+7.2% | $160,784-46.1% | $82,448+5.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 16.08% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $5,349 | $2,174+146.1% | $3,733+43.3% | $2,551+109.7% |
| Participant deferral / active EE | $9,509 | $4,335+119.3% | $6,293+51.1% | $4,139+129.7% |
| Admin fee / account holder | $1,170 | $7,695-84.8% | $9,717-88.0% | $7,234-83.8% |