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 | $88,034 | $71,883+22.5% | $86,677+1.6% | $68,494+28.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.94% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,162 | $2,173+45.5% | $2,836+11.5% | $2,596+21.8% |
| Participant deferral / active EE | $4,484 | $3,779+18.7% | $4,656-3.7% | $4,027+11.3% |
| Admin fee / account holder | $3,596 | $6,112-41.2% | $7,493-52.0% | $5,403-33.4% |