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 | $119,837 | $82,032+46.1% | $123,104-2.7% | $59,632+101.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.34% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,548 | $3,297-22.7% | $5,151-50.5% | $2,203+15.7% |
| Participant deferral / active EE | $5,472 | $4,667+17.3% | $6,230-12.2% | $3,192+71.5% |
| Admin fee / account holder | $3,674 | $5,881-37.5% | $9,015-59.2% | $4,297-14.5% |