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 | $110,403 | $62,586+76.4% | $76,768+43.8% | $64,186+72.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.43% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,707 | $1,832+266.1% | $2,485+169.9% | $2,381+181.7% |
| Participant deferral / active EE | $7,922 | $3,145+151.9% | $3,852+105.7% | $3,470+128.3% |
| Admin fee / account holder | $8,092 | $4,667+73.4% | $6,675+21.2% | $4,888+65.5% |