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 | $128,933 | $58,577+120.1% | $83,333+54.7% | $64,186+100.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.78% | 9.65%-16.4pp | 10.63%-17.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,519 | $2,098+67.7% | $3,379+4.2% | $2,381+47.8% |
| Participant deferral / active EE | $7,752 | $4,654+66.6% | $5,565+39.3% | $3,470+123.4% |
| Admin fee / account holder | $4,690 | $9,275-49.4% | $7,510-37.6% | $4,888-4.1% |