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 | $116,580 | $53,596+117.5% | $90,645+28.6% | $64,186+81.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -0.30% | 4.41%-4.7pp | 1.88%-2.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $7,664 | $1,503+409.9% | $2,532+202.7% | $2,381+221.9% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,029 | $3,868-21.7% | $4,994-39.3% | $4,888-38.0% |