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 | $129,942 | $62,586+107.6% | $76,768+69.3% | $64,186+102.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,582 | $1,832+95.5% | $2,485+44.1% | $2,381+50.4% |
| Participant deferral / active EE | $7,639 | $3,145+142.9% | $3,852+98.3% | $3,470+120.2% |
| Admin fee / account holder | $10,757 | $4,667+130.5% | $6,675+61.2% | $4,888+120.1% |