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 | $116,518 | $62,586+86.2% | $76,768+51.8% | $64,186+81.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.79% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,382 | $1,832+84.6% | $2,485+36.1% | $2,381+42.1% |
| Participant deferral / active EE | $3,708 | $3,145+17.9% | $3,852-3.7% | $3,470+6.9% |
| Admin fee / account holder | $7,766 | $4,667+66.4% | $6,675+16.3% | $4,888+58.9% |