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 | $67,556 | $75,828-10.9% | $147,614-54.2% | $59,632+13.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.99% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,216 | $3,485-36.4% | $5,564-60.2% | $2,203+0.6% |
| Participant deferral / active EE | $4,398 | $3,130+40.5% | $4,895-10.2% | $3,192+37.8% |
| Admin fee / account holder | $4,326 | $5,985-27.7% | $11,611-62.7% | $4,297+0.7% |