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 | $91,567 | $72,177+26.9% | $115,037-20.4% | $59,632+53.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.16% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $7,230 | $2,841+154.5% | $4,608+56.9% | $2,203+228.3% |
| Participant deferral / active EE | $10,585 | $4,783+121.3% | $6,026+75.6% | $3,192+231.7% |
| Admin fee / account holder | $6,237 | $4,927+26.6% | $8,175-23.7% | $4,297+45.2% |