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 | $104,922 | $67,331+55.8% | $60,874+72.4% | $134,475-22.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.76% | 49.93%-58.7pp | 16.90%-25.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,819 | $3,096+87.9% | $2,701+115.4% | $4,740+22.8% |
| Participant deferral / active EE | $1,541 | $4,538-66.0% | $3,817-59.6% | $6,400-75.9% |
| Admin fee / account holder | $34,214 | $4,582+646.7% | $3,224+961.1% | $11,426+199.4% |