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 | $98,990 | $72,177+37.1% | $115,037-13.9% | $59,632+66.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.98% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $7,698 | $2,841+170.9% | $4,608+67.1% | $2,203+249.5% |
| Participant deferral / active EE | $10,781 | $4,783+125.4% | $6,026+78.9% | $3,192+237.8% |
| Admin fee / account holder | $4,655 | $4,927-5.5% | $8,175-43.1% | $4,297+8.3% |