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 | $120,620 | $62,586+92.7% | $76,768+57.1% | $64,186+87.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.88% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,764 | $1,832+50.9% | $2,485+11.2% | $2,381+16.1% |
| Participant deferral / active EE | $4,708 | $3,145+49.7% | $3,852+22.2% | $3,470+35.7% |
| Admin fee / account holder | $1,228 | $4,667-73.7% | $6,675-81.6% | $4,888-74.9% |