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 | $105,405 | $94,529+11.5% | $140,016-24.7% | $64,186+64.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.76% | 7.77%-14.5pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,835 | $3,812-25.6% | $5,606-49.4% | $2,381+19.1% |
| Participant deferral / active EE | $5,359 | $5,250+2.1% | $6,927-22.6% | $3,470+54.4% |
| Admin fee / account holder | $1,837 | $6,741-72.7% | $10,705-82.8% | $4,888-62.4% |