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 | $74,493 | $61,660+20.8% | $80,019-6.9% | $64,186+16.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.70% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,411 | $1,810+33.2% | $2,468-2.3% | $2,381+1.3% |
| Participant deferral / active EE | $6,762 | $2,968+127.9% | $3,686+83.5% | $3,470+94.9% |
| Admin fee / account holder | $4,907 | $5,417-9.4% | $6,521-24.7% | $4,888+0.4% |