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 | $77,402 | $62,586+23.7% | $76,768+0.8% | $64,186+20.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.62% | -1.95%-1.7pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,071 | $1,832+176.8% | $2,485+104.1% | $2,381+113.0% |
| Participant deferral / active EE | $2,947 | $3,145-6.3% | $3,852-23.5% | $3,470-15.1% |
| Admin fee / account holder | $5,139 | $4,667+10.1% | $6,675-23.0% | $4,888+5.1% |