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 | $40,135 | $52,681-23.8% | $75,781-47.0% | $59,632-32.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.74% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $9,861 | $2,193+349.6% | $3,323+196.7% | $2,203+347.7% |
| Participant deferral / active EE | $3,765 | $2,591+45.3% | $3,651+3.1% | $3,192+18.0% |
| Admin fee / account holder | $27,515 | $3,610+662.2% | $5,299+419.2% | $4,297+540.3% |