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 | $87,020 | $57,354+51.7% | $83,848+3.8% | $64,186+35.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.36% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,905 | $2,545+171.3% | $3,631+90.2% | $2,381+190.0% |
| Participant deferral / active EE | $2,127 | $2,993-29.0% | $4,082-47.9% | $3,470-38.7% |
| Admin fee / account holder | $1,712 | $4,046-57.7% | $5,478-68.7% | $4,888-65.0% |