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 | $69,289 | $76,000-8.8% | $154,107-55.0% | $64,186+8.0% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+22.9pp |
| Annual return | -7.63% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,673 | $3,351+69.3% | $5,298+7.1% | $2,381+138.3% |
| Participant deferral / active EE | $3,703 | $3,175+16.6% | $5,081-27.1% | $3,470+6.7% |
| Admin fee / account holder | $555 | $5,596-90.1% | $13,411-95.9% | $4,888-88.6% |