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 | $21,310 | $78,694-72.9% | $67,652-68.5% | $125,391-83.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.53% | 9.46%-12.0pp | 6625.04%-6627.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,429 | $3,044-20.2% | $2,266+7.2% | $4,866-50.1% |
| Participant deferral / active EE | $5,825 | $4,292+35.7% | $3,560+63.6% | $5,352+8.8% |
| Admin fee / account holder | $3,387 | $7,403-54.3% | $4,821-29.8% | $9,540-64.5% |