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 | $58,144 | $75,828-23.3% | $147,614-60.6% | $59,632-2.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.32% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $6,734 | $3,485+93.3% | $5,564+21.0% | $2,203+205.7% |
| Participant deferral / active EE | $5,108 | $3,130+63.2% | $4,895+4.4% | $3,192+60.1% |
| Admin fee / account holder | $3,880 | $5,985-35.2% | $11,611-66.6% | $4,297-9.7% |