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 | $85,863 | $62,586+37.2% | $76,768+11.8% | $64,186+33.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.49% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,857 | $1,832+56.0% | $2,485+15.0% | $2,381+20.0% |
| Participant deferral / active EE | $4,154 | $3,145+32.1% | $3,852+7.9% | $3,470+19.7% |
| Admin fee / account holder | $586 | $4,667-87.4% | $6,675-91.2% | $4,888-88.0% |