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 | $31,676 | $81,258-61.0% | $105,218-69.9% | $59,632-46.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | -0.01% | 1.96%-2.0pp | 5.33%-5.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $6,049 | $2,562+136.1% | $3,255+85.8% | $2,203+174.6% |
| Participant deferral / active EE | $7,774 | $3,881+100.3% | $4,867+59.7% | $3,192+143.6% |
| Admin fee / account holder | $4,520 | $5,841-22.6% | $6,992-35.4% | $4,297+5.2% |