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 8-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 | $96,016 | $62,586+53.4% | $76,768+25.1% | $64,186+49.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.22% | -1.95%-2.3pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,777 | $1,832+106.2% | $2,485+52.0% | $2,381+58.6% |
| Participant deferral / active EE | $3,297 | $3,145+4.9% | $3,852-14.4% | $3,470-5.0% |
| Admin fee / account holder | $13,206 | $4,667+183.0% | $6,675+97.8% | $4,888+170.2% |