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 | $87,971 | $72,177+21.9% | $115,037-23.5% | $59,632+47.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.16% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $4,734 | $2,841+66.6% | $4,608+2.7% | $2,203+114.9% |
| Participant deferral / active EE | $6,156 | $4,783+28.7% | $6,026+2.1% | $3,192+92.9% |
| Admin fee / account holder | $2,526 | $4,927-48.7% | $8,175-69.1% | $4,297-41.2% |