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 | $73,166 | $69,518+5.2% | $59,878+22.2% | $135,375-46.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.09% | 7.94%-8.0pp | 3.46%-3.5pp | 519.73%-519.8pp |
| Employer contribution / active EE | $2,639 | $3,235-18.4% | $2,722-3.0% | $4,779-44.8% |
| Participant deferral / active EE | $7,878 | $4,206+87.3% | $3,402+131.6% | $5,609+40.5% |
| Admin fee / account holder | $95,326 | $5,734+1562.4% | $3,590+2555.1% | $10,827+780.4% |