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 | $92,275 | $62,586+47.4% | $76,768+20.2% | $64,186+43.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,264 | $1,832+132.8% | $2,485+71.6% | $2,381+79.1% |
| Participant deferral / active EE | $5,977 | $3,145+90.1% | $3,852+55.2% | $3,470+72.3% |
| Admin fee / account holder | $4,791 | $4,667+2.7% | $6,675-28.2% | $4,888-2.0% |