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 | $99,871 | $61,660+62.0% | $80,019+24.8% | $64,186+55.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.61% | -0.33%-3.3pp | 11.22%-14.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,228 | $1,810+133.6% | $2,468+71.3% | $2,381+77.6% |
| Participant deferral / active EE | $3,806 | $2,968+28.2% | $3,686+3.3% | $3,470+9.7% |
| Admin fee / account holder | $14,145 | $5,417+161.1% | $6,521+116.9% | $4,888+189.4% |