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 | $73,744 | $43,327+70.2% | $59,878+23.2% | $64,186+14.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.78% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,466 | $2,028+120.2% | $2,722+64.1% | $2,381+87.6% |
| Participant deferral / active EE | $6,239 | $2,546+145.1% | $3,402+83.4% | $3,470+79.8% |
| Admin fee / account holder | $23,631 | $3,005+686.4% | $3,590+558.2% | $4,888+383.4% |