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 9-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 | $109,286 | $43,327+152.2% | $59,878+82.5% | $64,186+70.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.71% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,588 | $2,028+76.9% | $2,722+31.8% | $2,381+50.7% |
| Participant deferral / active EE | $5,748 | $2,546+125.8% | $3,402+69.0% | $3,470+65.7% |
| Admin fee / account holder | $20,526 | $3,005+583.0% | $3,590+471.7% | $4,888+319.9% |