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 8-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 | $59,381 | $58,577+1.4% | $83,333-28.7% | $64,186-7.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.91% | 9.65%-14.6pp | 10.63%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,317 | $2,098+153.4% | $3,379+57.4% | $2,381+123.3% |
| Participant deferral / active EE | $6,074 | $4,654+30.5% | $5,565+9.2% | $3,470+75.1% |
| Admin fee / account holder | $9,584 | $9,275+3.3% | $7,510+27.6% | $4,888+96.1% |