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 | $82,469 | $72,177+14.3% | $115,037-28.3% | $59,632+38.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.01% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,728 | $2,841-4.0% | $4,608-40.8% | $2,203+23.8% |
| Participant deferral / active EE | $7,532 | $4,783+57.5% | $6,026+25.0% | $3,192+136.0% |
| Admin fee / account holder | $1,899 | $4,927-61.5% | $8,175-76.8% | $4,297-55.8% |