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 | $64,166 | $158,817-59.6% | $121,196-47.1% | $135,375-52.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.25% | -0.64%-5.6pp | 16.93%-23.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $9,810 | $5,665+73.2% | $4,022+143.9% | $4,779+105.3% |
| Participant deferral / active EE | $9,250 | $4,005+131.0% | $3,344+176.6% | $5,609+64.9% |
| Admin fee / account holder | $653 | $6,512-90.0% | $5,019-87.0% | $10,827-94.0% |