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 | $79,159 | $94,529-16.3% | $140,016-43.5% | $64,186+23.3% |
| Participation rate | 98.6% | 84.1%+14.5pp | 87.5%+11.1pp | 69.6%+29.0pp |
| Annual return | -3.97% | 7.77%-11.7pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,250 | $3,812+37.7% | $5,606-6.3% | $2,381+120.5% |
| Participant deferral / active EE | $8,550 | $5,250+62.9% | $6,927+23.4% | $3,470+146.4% |
| Admin fee / account holder | $10,997 | $6,741+63.1% | $10,705+2.7% | $4,888+125.0% |