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 | $87,829 | $62,586+40.3% | $76,768+14.4% | $64,186+36.8% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -5.59% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,945 | $1,832+224.5% | $2,485+139.2% | $2,381+149.7% |
| Participant deferral / active EE | $7,403 | $3,145+135.4% | $3,852+92.2% | $3,470+113.4% |
| Admin fee / account holder | $1,211 | $4,667-74.1% | $6,675-81.9% | $4,888-75.2% |