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 | $82,725 | $56,484+46.5% | $169,463-51.2% | $64,186+28.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.30% | -1.55%-1.7pp | 1.83%-5.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $6,069 | $1,832+231.2% | $4,159+45.9% | $2,381+154.9% |
| Participant deferral / active EE | $4,365 | $3,448+26.6% | $5,277-17.3% | $3,470+25.8% |
| Admin fee / account holder | $11,452 | $4,174+174.4% | $9,109+25.7% | $4,888+134.3% |