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 | $87,933 | $85,790+2.5% | $67,313+30.6% | $135,375-35.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.08% | -0.54%-1.5pp | -4.08%+2.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $8,125 | $3,487+133.0% | $2,566+216.7% | $4,779+70.0% |
| Participant deferral / active EE | $4,625 | $4,651-0.6% | $3,568+29.6% | $5,609-17.5% |
| Admin fee / account holder | $29,815 | $6,392+366.4% | $4,507+561.6% | $10,827+175.4% |