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 | $121,613 | $52,681+130.8% | $75,781+60.5% | $59,632+103.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.39% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $4,019 | $2,193+83.2% | $3,323+20.9% | $2,203+82.5% |
| Participant deferral / active EE | $1,910 | $2,591-26.3% | $3,651-47.7% | $3,192-40.2% |
| Admin fee / account holder | $25,176 | $3,610+597.5% | $5,299+375.1% | $4,297+485.9% |