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 | $168,535 | $54,726+208.0% | $68,793+145.0% | $64,186+162.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -0.58% | -1.62%+1.0pp | -4.63%+4.1pp | 7.63%-8.2pp |
| Employer contribution / active EE | $7,022 | $1,846+280.4% | $2,625+167.5% | $2,381+194.9% |
| Participant deferral / active EE | $7,124 | $2,626+171.3% | $3,311+115.2% | $3,470+105.3% |
| Admin fee / account holder | $12,599 | $4,027+212.9% | $5,131+145.6% | $4,888+157.8% |