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 | $95,025 | $75,828+25.3% | $147,614-35.6% | $59,632+59.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.28% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $6,612 | $3,485+89.7% | $5,564+18.8% | $2,203+200.2% |
| Participant deferral / active EE | $6,302 | $3,130+101.3% | $4,895+28.7% | $3,192+97.5% |
| Admin fee / account holder | $4,778 | $5,985-20.2% | $11,611-58.9% | $4,297+11.2% |