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 | $74,205 | $49,280+50.6% | $67,313+10.2% | $64,186+15.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.90% | -1.39%-2.5pp | -4.08%+0.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $13,050 | $1,668+682.1% | $2,566+408.6% | $2,381+448.1% |
| Participant deferral / active EE | $2,055 | $2,484-17.3% | $3,568-42.4% | $3,470-40.8% |
| Admin fee / account holder | $4,984 | $3,863+29.0% | $4,507+10.6% | $4,888+2.0% |