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 | $68,892 | $65,703+4.9% | $94,224-26.9% | $59,632+15.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.22% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,520 | $2,021+24.7% | $3,587-29.8% | $2,203+14.4% |
| Participant deferral / active EE | $3,252 | $3,143+3.5% | $4,320-24.7% | $3,192+1.9% |
| Admin fee / account holder | $12,947 | $4,264+203.6% | $6,269+106.5% | $4,297+201.3% |