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 7-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 | $63,237 | $72,177-12.4% | $115,037-45.0% | $59,632+6.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.45% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $4,584 | $2,841+61.3% | $4,608-0.5% | $2,203+108.1% |
| Participant deferral / active EE | $8,964 | $4,783+87.4% | $6,026+48.7% | $3,192+180.8% |
| Admin fee / account holder | $706 | $4,927-85.7% | $8,175-91.4% | $4,297-83.6% |