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 | $101,480 | $61,660+64.6% | $80,019+26.8% | $64,186+58.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.21% | -0.33%-6.9pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $6,111 | $1,810+237.5% | $2,468+147.6% | $2,381+156.7% |
| Participant deferral / active EE | $4,522 | $2,968+52.4% | $3,686+22.7% | $3,470+30.3% |
| Admin fee / account holder | $1,304 | $5,417-75.9% | $6,521-80.0% | $4,888-73.3% |