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 | $89,558 | $94,529-5.3% | $140,016-36.0% | $64,186+39.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.33% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,775 | $3,812-53.4% | $5,606-68.3% | $2,381-25.4% |
| Participant deferral / active EE | $4,193 | $5,250-20.1% | $6,927-39.5% | $3,470+20.9% |
| Admin fee / account holder | $1,721 | $6,741-74.5% | $10,705-83.9% | $4,888-64.8% |