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 | $87,346 | $54,380+60.6% | $68,509+27.5% | $59,632+46.5% |
| Participation rate | 97.6% | 70.2%+27.4pp | 74.7%+22.8pp | 68.7%+28.9pp |
| Annual return | -0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $6,447 | $1,539+319.0% | $2,278+183.0% | $2,203+192.7% |
| Participant deferral / active EE | $5,157 | $2,643+95.1% | $3,382+52.5% | $3,192+61.6% |
| Admin fee / account holder | $6,231 | $3,885+60.4% | $5,275+18.1% | $4,297+45.0% |