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 | $103,543 | $61,660+67.9% | $80,019+29.4% | $64,186+61.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.60% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,208 | $1,810+242.9% | $2,468+151.5% | $2,381+160.7% |
| Participant deferral / active EE | $5,890 | $2,968+98.5% | $3,686+59.8% | $3,470+69.8% |
| Admin fee / account holder | $14,292 | $5,417+163.8% | $6,521+119.2% | $4,888+192.4% |