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 | $70,049 | $75,828-7.6% | $147,614-52.5% | $59,632+17.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.25% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,688 | $3,485-22.9% | $5,564-51.7% | $2,203+22.0% |
| Participant deferral / active EE | $8,067 | $3,130+157.7% | $4,895+64.8% | $3,192+152.7% |
| Admin fee / account holder | $16,100 | $5,985+169.0% | $11,611+38.7% | $4,297+274.7% |