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 | $100,516 | $56,484+78.0% | $169,463-40.7% | $64,186+56.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.88% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,901 | $1,832+58.3% | $4,159-30.2% | $2,381+21.9% |
| Participant deferral / active EE | $5,976 | $3,448+73.3% | $5,277+13.2% | $3,470+72.2% |
| Admin fee / account holder | $2,550 | $4,174-38.9% | $9,109-72.0% | $4,888-47.8% |