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 | $127,293 | $62,586+103.4% | $76,768+65.8% | $64,186+98.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.45% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $4,845 | $1,832+164.5% | $2,485+95.0% | $2,381+103.5% |
| Participant deferral / active EE | $5,525 | $3,145+75.7% | $3,852+43.4% | $3,470+59.2% |
| Admin fee / account holder | $1,282 | $4,667-72.5% | $6,675-80.8% | $4,888-73.8% |