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 | $147,695 | $61,660+139.5% | $80,019+84.6% | $64,186+130.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.51% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,946 | $1,810+118.0% | $2,468+59.9% | $2,381+65.7% |
| Participant deferral / active EE | $6,078 | $2,968+104.8% | $3,686+64.9% | $3,470+75.2% |
| Admin fee / account holder | $1,082 | $5,417-80.0% | $6,521-83.4% | $4,888-77.9% |