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 | $94,378 | $94,529-0.2% | $140,016-32.6% | $64,186+47.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.13% | 7.77%-12.9pp | 651.12%-656.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $10,220 | $3,812+168.1% | $5,606+82.3% | $2,381+329.3% |
| Participant deferral / active EE | $7,968 | $5,250+51.8% | $6,927+15.0% | $3,470+129.7% |
| Admin fee / account holder | $3,221 | $6,741-52.2% | $10,705-69.9% | $4,888-34.1% |