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 | $125,880 | $58,577+114.9% | $83,333+51.1% | $64,186+96.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.74% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,138 | $2,098+97.2% | $3,379+22.5% | $2,381+73.8% |
| Participant deferral / active EE | $8,481 | $4,654+82.2% | $5,565+52.4% | $3,470+144.4% |
| Admin fee / account holder | $8,669 | $9,275-6.5% | $7,510+15.4% | $4,888+77.3% |