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 | $107,896 | $76,000+42.0% | $154,107-30.0% | $64,186+68.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.86% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,473 | $3,351+123.0% | $5,298+41.1% | $2,381+213.9% |
| Participant deferral / active EE | $3,566 | $3,175+12.3% | $5,081-29.8% | $3,470+2.8% |
| Admin fee / account holder | $4,915 | $5,596-12.2% | $13,411-63.4% | $4,888+0.5% |