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 | $72,328 | $72,177+0.2% | $115,037-37.1% | $59,632+21.3% |
| Participation rate | 72.0% | 72.6%-0.6pp | 81.4%-9.4pp | 68.7%+3.3pp |
| Annual return | -1.02% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $6,584 | $2,841+131.7% | $4,608+42.9% | $2,203+198.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,990 | $4,927-59.6% | $8,175-75.7% | $4,297-53.7% |