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 | $193,530 | $48,265+301.0% | $68,791+181.3% | $68,494+182.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -11.39% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,508 | $1,829+91.8% | $2,655+32.1% | $2,596+35.1% |
| Participant deferral / active EE | $6,158 | $2,867+114.8% | $3,941+56.3% | $4,027+52.9% |
| Admin fee / account holder | $16,192 | $4,355+271.8% | $4,932+228.3% | $5,403+199.7% |