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 | $84,762 | $76,000+11.5% | $154,107-45.0% | $64,186+32.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.25% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,137 | $3,351+23.5% | $5,298-21.9% | $2,381+73.8% |
| Participant deferral / active EE | $2,579 | $3,175-18.8% | $5,081-49.2% | $3,470-25.7% |
| Admin fee / account holder | $3,933 | $5,596-29.7% | $13,411-70.7% | $4,888-19.5% |