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 | $94,251 | $76,000+24.0% | $154,107-38.8% | $64,186+46.8% |
| Participation rate | 89.0% | 70.4%+18.6pp | 83.0%+6.0pp | 69.6%+19.5pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,610 | $3,351+67.4% | $5,298+5.9% | $2,381+135.6% |
| Participant deferral / active EE | $3,207 | $3,175+1.0% | $5,081-36.9% | $3,470-7.6% |
| Admin fee / account holder | $5,576 | $5,596-0.4% | $13,411-58.4% | $4,888+14.1% |