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 | $84,438 | $59,107+42.9% | $86,436-2.3% | $68,494+23.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.58% | -0.23%-14.3pp | 4394.89%-4409.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,157 | $2,519+104.8% | $3,769+36.9% | $2,596+98.6% |
| Participant deferral / active EE | $6,678 | $5,901+13.2% | $6,952-3.9% | $4,027+65.8% |
| Admin fee / account holder | $4,088 | $5,637-27.5% | $6,731-39.3% | $5,403-24.3% |