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 | $84,290 | $62,586+34.7% | $76,768+9.8% | $64,186+31.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.35% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,153 | $1,832+181.3% | $2,485+107.3% | $2,381+116.4% |
| Participant deferral / active EE | $7,480 | $3,145+137.9% | $3,852+94.2% | $3,470+115.6% |
| Admin fee / account holder | $464 | $4,667-90.1% | $6,675-93.0% | $4,888-90.5% |