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 | $87,028 | $59,107+47.2% | $86,436+0.7% | $68,494+27.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.45% | -0.23%-17.2pp | 4394.89%-4412.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,736 | $2,519+48.3% | $3,769-0.9% | $2,596+43.9% |
| Participant deferral / active EE | $6,513 | $5,901+10.4% | $6,952-6.3% | $4,027+61.7% |
| Admin fee / account holder | $848 | $5,637-85.0% | $6,731-87.4% | $5,403-84.3% |