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 | $139,284 | $62,586+122.5% | $76,768+81.4% | $64,186+117.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.91% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,352 | $1,832+83.0% | $2,485+34.9% | $2,381+40.8% |
| Participant deferral / active EE | $7,322 | $3,145+132.8% | $3,852+90.1% | $3,470+111.0% |
| Admin fee / account holder | $4,012 | $4,667-14.0% | $6,675-39.9% | $4,888-17.9% |