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 | $96,591 | $62,586+54.3% | $76,768+25.8% | $64,186+50.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.67% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $8,862 | $1,832+383.7% | $2,485+256.6% | $2,381+272.2% |
| Participant deferral / active EE | $3,363 | $3,145+7.0% | $3,852-12.7% | $3,470-3.1% |
| Admin fee / account holder | $12,217 | $4,667+161.8% | $6,675+83.0% | $4,888+149.9% |