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 | $55,007 | $48,050+14.5% | $85,969-36.0% | $59,632-7.8% |
| Participation rate | 90.6% | 64.5%+26.2pp | 76.5%+14.1pp | 68.7%+22.0pp |
| Annual return | -1.57% | 0.29%-1.9pp | 9.32%-10.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $5,164 | $1,640+215.0% | $3,474+48.6% | $2,203+134.5% |
| Participant deferral / active EE | $4,052 | $2,249+80.1% | $3,829+5.8% | $3,192+26.9% |
| Admin fee / account holder | $1,548 | $3,206-51.7% | $6,053-74.4% | $4,297-64.0% |