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 | $73,683 | $53,596+37.5% | $90,645-18.7% | $64,186+14.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -4.35% | 4.41%-8.8pp | 1.88%-6.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $6,095 | $1,503+305.6% | $2,532+140.8% | $2,381+156.0% |
| Participant deferral / active EE | $2,786 | $2,459+13.3% | $3,425-18.6% | $3,470-19.7% |
| Admin fee / account holder | $3,776 | $3,868-2.4% | $4,994-24.4% | $4,888-22.8% |