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 | $69,308 | $43,327+60.0% | $59,878+15.7% | $64,186+8.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.37% | -1.55%-4.8pp | 3.46%-9.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,462 | $2,028+169.3% | $2,722+100.7% | $2,381+129.4% |
| Participant deferral / active EE | $7,732 | $2,546+203.7% | $3,402+127.3% | $3,470+122.9% |
| Admin fee / account holder | $7,722 | $3,005+157.0% | $3,590+115.1% | $4,888+58.0% |