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 | $71,158 | $72,177-1.4% | $115,037-38.1% | $59,632+19.3% |
| Participation rate | 98.3% | 72.6%+25.7pp | 81.4%+16.9pp | 68.7%+29.6pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $11,220 | $2,841+294.9% | $4,608+143.5% | $2,203+409.4% |
| Participant deferral / active EE | $8,896 | $4,783+86.0% | $6,026+47.6% | $3,192+178.7% |
| Admin fee / account holder | $923 | $4,927-81.3% | $8,175-88.7% | $4,297-78.5% |