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 | $103,855 | $59,107+75.7% | $86,436+20.2% | $68,494+51.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.79% | -0.23%-9.6pp | 4394.89%-4404.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $7,310 | $2,519+190.2% | $3,769+94.0% | $2,596+181.6% |
| Participant deferral / active EE | $4,722 | $5,901-20.0% | $6,952-32.1% | $4,027+17.3% |
| Admin fee / account holder | $14,084 | $5,637+149.9% | $6,731+109.2% | $5,403+160.7% |