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 7-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 | $150,066 | $62,586+139.8% | $76,768+95.5% | $64,186+133.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,223 | $1,832+21.4% | $2,485-10.5% | $2,381-6.6% |
| Participant deferral / active EE | $7,818 | $3,145+148.6% | $3,852+103.0% | $3,470+125.3% |
| Admin fee / account holder | $34,150 | $4,667+631.7% | $6,675+411.6% | $4,888+598.6% |