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 | $97,655 | $94,529+3.3% | $140,016-30.3% | $64,186+52.1% |
| Participation rate | 97.1% | 84.1%+13.1pp | 87.5%+9.6pp | 69.6%+27.6pp |
| Annual return | -0.92% | 7.77%-8.7pp | 651.12%-652.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $5,267 | $3,812+38.1% | $5,606-6.1% | $2,381+121.2% |
| Participant deferral / active EE | $4,329 | $5,250-17.6% | $6,927-37.5% | $3,470+24.8% |
| Admin fee / account holder | $107,959 | $6,741+1501.6% | $10,705+908.5% | $4,888+2108.6% |