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 | $82,277 | $76,000+8.3% | $154,107-46.6% | $64,186+28.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.50% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,047 | $3,351+20.8% | $5,298-23.6% | $2,381+70.0% |
| Participant deferral / active EE | $4,955 | $3,175+56.1% | $5,081-2.5% | $3,470+42.8% |
| Admin fee / account holder | $4,176 | $5,596-25.4% | $13,411-68.9% | $4,888-14.6% |