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 | $96,651 | $72,404+33.5% | $110,238-12.3% | $64,186+50.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.51% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,601 | $2,282+57.8% | $3,826-5.9% | $2,381+51.2% |
| Participant deferral / active EE | $6,862 | $3,469+97.8% | $4,672+46.9% | $3,470+97.8% |
| Admin fee / account holder | $11,998 | $5,664+111.8% | $8,547+40.4% | $4,888+145.5% |