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 | $81,664 | $76,000+7.5% | $154,107-47.0% | $64,186+27.2% |
| Participation rate | 77.2% | 70.4%+6.8pp | 83.0%-5.8pp | 69.6%+7.6pp |
| Annual return | -1.65% | 30.32%-32.0pp | 735.12%-736.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $4,315 | $3,351+28.8% | $5,298-18.5% | $2,381+81.2% |
| Participant deferral / active EE | $4,831 | $3,175+52.1% | $5,081-4.9% | $3,470+39.2% |
| Admin fee / account holder | $1,827 | $5,596-67.4% | $13,411-86.4% | $4,888-62.6% |