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 | $87,550 | $72,177+21.3% | $115,037-23.9% | $59,632+46.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.15% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $8,174 | $2,841+187.7% | $4,608+77.4% | $2,203+271.1% |
| Participant deferral / active EE | $8,078 | $4,783+68.9% | $6,026+34.0% | $3,192+153.1% |
| Admin fee / account holder | $399 | $4,927-91.9% | $8,175-95.1% | $4,297-90.7% |