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 9-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 | $114,854 | $76,000+51.1% | $154,107-25.5% | $64,186+78.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.94% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,640 | $3,351-51.1% | $5,298-69.0% | $2,381-31.1% |
| Participant deferral / active EE | $4,587 | $3,175+44.5% | $5,081-9.7% | $3,470+32.2% |
| Admin fee / account holder | $1,514 | $5,596-72.9% | $13,411-88.7% | $4,888-69.0% |