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 | $106,145 | $62,586+69.6% | $76,768+38.3% | $64,186+65.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.28% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,054 | $1,832+12.1% | $2,485-17.3% | $2,381-13.7% |
| Participant deferral / active EE | $5,544 | $3,145+76.3% | $3,852+43.9% | $3,470+59.8% |
| Admin fee / account holder | $2,020 | $4,667-56.7% | $6,675-69.7% | $4,888-58.7% |