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 | $77,675 | $52,836+47.0% | $105,738-26.5% | $64,186+21.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -5.74% | 14.30%-20.0pp | 6.27%-12.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,935 | $1,827+115.4% | $3,268+20.4% | $2,381+65.3% |
| Participant deferral / active EE | $2,793 | $2,545+9.7% | $4,080-31.6% | $3,470-19.5% |
| Admin fee / account holder | $3,304 | $3,959-16.5% | $6,913-52.2% | $4,888-32.4% |