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 | $85,325 | $49,280+73.1% | $67,313+26.8% | $64,186+32.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.84% | -1.39%-3.4pp | -4.08%-0.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,500 | $1,668+109.8% | $2,566+36.4% | $2,381+47.0% |
| Participant deferral / active EE | $6,061 | $2,484+144.0% | $3,568+69.8% | $3,470+74.7% |
| Admin fee / account holder | $1,999 | $3,863-48.2% | $4,507-55.6% | $4,888-59.1% |