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 | $73,838 | $65,703+12.4% | $94,224-21.6% | $59,632+23.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.46% | 5.22%-6.7pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,877 | $2,021+42.4% | $3,587-19.8% | $2,203+30.6% |
| Participant deferral / active EE | $4,671 | $3,143+48.6% | $4,320+8.1% | $3,192+46.4% |
| Admin fee / account holder | $3,332 | $4,264-21.9% | $6,269-46.8% | $4,297-22.5% |