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 | $97,088 | $78,694+23.4% | $67,652+43.5% | $125,391-22.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.00% | 9.46%-10.5pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,767 | $3,044-9.1% | $2,266+22.1% | $4,866-43.1% |
| Participant deferral / active EE | $5,778 | $4,292+34.6% | $3,560+62.3% | $5,352+8.0% |
| Admin fee / account holder | $1,333 | $7,403-82.0% | $4,821-72.3% | $9,540-86.0% |