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 | $66,834 | $58,577+14.1% | $83,333-19.8% | $64,186+4.1% |
| Participation rate | 94.9% | 72.0%+22.8pp | 77.8%+17.1pp | 69.6%+25.3pp |
| Annual return | -6.95% | 9.65%-16.6pp | 10.63%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,013 | $2,098+91.2% | $3,379+18.8% | $2,381+68.5% |
| Participant deferral / active EE | $9,658 | $4,654+107.5% | $5,565+73.6% | $3,470+178.4% |
| Admin fee / account holder | $1,013 | $9,275-89.1% | $7,510-86.5% | $4,888-79.3% |