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 | $137,841 | $78,694+75.2% | $67,652+103.7% | $125,391+9.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.05% | 9.46%-11.5pp | 6625.04%-6627.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,374 | $3,044-54.9% | $2,266-39.3% | $4,866-71.8% |
| Participant deferral / active EE | $4,603 | $4,292+7.2% | $3,560+29.3% | $5,352-14.0% |
| Admin fee / account holder | $5,291 | $7,403-28.5% | $4,821+9.7% | $9,540-44.5% |