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 7-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 | $125,782 | $78,694+59.8% | $67,652+85.9% | $125,391+0.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.45% | 9.46%-9.9pp | 6625.04%-6625.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,714 | $3,044-10.8% | $2,266+19.8% | $4,866-44.2% |
| Participant deferral / active EE | $4,080 | $4,292-4.9% | $3,560+14.6% | $5,352-23.8% |
| Admin fee / account holder | $57,929 | $7,403+682.5% | $4,821+1101.6% | $9,540+507.2% |