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 | $45,309 | $75,828-40.2% | $147,614-69.3% | $59,632-24.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.07% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $7,008 | $3,485+101.1% | $5,564+25.9% | $2,203+218.2% |
| Participant deferral / active EE | $5,415 | $3,130+73.0% | $4,895+10.6% | $3,192+69.7% |
| Admin fee / account holder | $723 | $5,985-87.9% | $11,611-93.8% | $4,297-83.2% |