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 | $86,719 | $61,660+40.6% | $80,019+8.4% | $64,186+35.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.14% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,250 | $1,810-31.0% | $2,468-49.3% | $2,381-47.5% |
| Participant deferral / active EE | $4,244 | $2,968+43.0% | $3,686+15.2% | $3,470+22.3% |
| Admin fee / account holder | $2,034 | $5,417-62.5% | $6,521-68.8% | $4,888-58.4% |