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 | $73,768 | $58,577+25.9% | $83,333-11.5% | $64,186+14.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.02% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,808 | $2,098+33.8% | $3,379-16.9% | $2,381+18.0% |
| Participant deferral / active EE | $12,421 | $4,654+166.9% | $5,565+123.2% | $3,470+258.0% |
| Admin fee / account holder | $942 | $9,275-89.8% | $7,510-87.5% | $4,888-80.7% |