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 | $82,622 | $82,032+0.7% | $123,104-32.9% | $59,632+38.6% |
| Participation rate | 94.3% | 83.2%+11.1pp | 86.8%+7.5pp | 68.7%+25.6pp |
| Annual return | -1.67% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $12,374 | $3,297+275.4% | $5,151+140.2% | $2,203+461.8% |
| Participant deferral / active EE | $12,935 | $4,667+177.2% | $6,230+107.6% | $3,192+305.3% |
| Admin fee / account holder | $2,524 | $5,881-57.1% | $9,015-72.0% | $4,297-41.3% |