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 | $125,656 | $62,586+100.8% | $76,768+63.7% | $64,186+95.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.98% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,623 | $1,832-11.4% | $2,485-34.7% | $2,381-31.8% |
| Participant deferral / active EE | $4,581 | $3,145+45.7% | $3,852+18.9% | $3,470+32.0% |
| Admin fee / account holder | $5,444 | $4,667+16.6% | $6,675-18.4% | $4,888+11.4% |