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 | $147,241 | $62,586+135.3% | $76,768+91.8% | $64,186+129.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.32% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $6,354 | $1,832+246.8% | $2,485+155.7% | $2,381+166.9% |
| Participant deferral / active EE | $8,906 | $3,145+183.2% | $3,852+131.2% | $3,470+156.7% |
| Admin fee / account holder | $3,917 | $4,667-16.1% | $6,675-41.3% | $4,888-19.9% |