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 | $85,934 | $71,883+19.5% | $86,677-0.9% | $68,494+25.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.70% | 3.52%-13.2pp | 35.91%-45.6pp | -7.84%-1.9pp |
| Employer contribution / active EE | $3,176 | $2,173+46.2% | $2,836+12.0% | $2,596+22.3% |
| Participant deferral / active EE | $4,388 | $3,779+16.1% | $4,656-5.8% | $4,027+9.0% |
| Admin fee / account holder | $7,189 | $6,112+17.6% | $7,493-4.1% | $5,403+33.1% |