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 | $80,855 | $94,529-14.5% | $140,016-42.3% | $64,186+26.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.82% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,661 | $3,812-4.0% | $5,606-34.7% | $2,381+53.8% |
| Participant deferral / active EE | $4,268 | $5,250-18.7% | $6,927-38.4% | $3,470+23.0% |
| Admin fee / account holder | $1,178 | $6,741-82.5% | $10,705-89.0% | $4,888-75.9% |