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 | $103,532 | $72,404+43.0% | $110,238-6.1% | $64,186+61.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.94% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,437 | $2,282+6.8% | $3,826-36.3% | $2,381+2.4% |
| Participant deferral / active EE | $4,083 | $3,469+17.7% | $4,672-12.6% | $3,470+17.7% |
| Admin fee / account holder | $5,689 | $5,664+0.4% | $8,547-33.4% | $4,888+16.4% |