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 | $63,374 | $72,177-12.2% | $115,037-44.9% | $59,632+6.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.27% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $8,200 | $2,841+188.6% | $4,608+77.9% | $2,203+272.3% |
| Participant deferral / active EE | $4,899 | $4,783+2.4% | $6,026-18.7% | $3,192+53.5% |
| Admin fee / account holder | $2,225 | $4,927-54.8% | $8,175-72.8% | $4,297-48.2% |