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 | $68,814 | $50,958+35.0% | $74,550-7.7% | $64,186+7.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.79% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,439 | $1,115+118.7% | $1,961+24.4% | $2,381+2.4% |
| Participant deferral / active EE | $1,445 | $2,301-37.2% | $3,108-53.5% | $3,470-58.4% |
| Admin fee / account holder | $12,180 | $4,223+188.5% | $5,060+140.7% | $4,888+149.2% |