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 | $70,025 | $75,828-7.7% | $147,614-52.6% | $59,632+17.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.28% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,862 | $3,485-17.9% | $5,564-48.6% | $2,203+29.9% |
| Participant deferral / active EE | $4,908 | $3,130+56.8% | $4,895+0.3% | $3,192+53.8% |
| Admin fee / account holder | $554 | $5,985-90.7% | $11,611-95.2% | $4,297-87.1% |