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 | $25,143 | $78,694-68.0% | $67,652-62.8% | $125,391-79.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.59% | 9.46%-12.0pp | 6625.04%-6627.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,673 | $3,044+20.7% | $2,266+62.1% | $4,866-24.5% |
| Participant deferral / active EE | $2,859 | $4,292-33.4% | $3,560-19.7% | $5,352-46.6% |
| Admin fee / account holder | $393 | $7,403-94.7% | $4,821-91.8% | $9,540-95.9% |