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 | $69,247 | $65,703+5.4% | $94,224-26.5% | $59,632+16.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.53% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,472 | $2,021+22.4% | $3,587-31.1% | $2,203+12.2% |
| Participant deferral / active EE | $3,868 | $3,143+23.1% | $4,320-10.5% | $3,192+21.2% |
| Admin fee / account holder | $2,995 | $4,264-29.8% | $6,269-52.2% | $4,297-30.3% |