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 | $75,174 | $77,813-3.4% | $123,544-39.2% | $64,186+17.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.72% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,000 | $3,014-33.6% | $4,628-56.8% | $2,381-16.0% |
| Participant deferral / active EE | $7,002 | $5,240+33.6% | $6,426+9.0% | $3,470+101.8% |
| Admin fee / account holder | $4,511 | $5,519-18.3% | $9,284-51.4% | $4,888-7.7% |