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 | $94,497 | $82,664+14.3% | $125,339-24.6% | $68,494+38.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 2.57% | -5.97%+8.5pp | 572.05%-569.5pp | -7.84%+10.4pp |
| Employer contribution / active EE | $4,694 | $3,381+38.8% | $4,814-2.5% | $2,596+80.8% |
| Participant deferral / active EE | $4,658 | $6,110-23.8% | $7,446-37.4% | $4,027+15.7% |
| Admin fee / account holder | $1,523 | $6,275-75.7% | $10,010-84.8% | $5,403-71.8% |