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 | $144,150 | $61,660+133.8% | $80,019+80.1% | $64,186+124.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.43% | -0.33%-3.1pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,429 | $1,810+89.4% | $2,468+39.0% | $2,381+44.0% |
| Participant deferral / active EE | $8,579 | $2,968+189.1% | $3,686+132.8% | $3,470+147.3% |
| Admin fee / account holder | $22,788 | $5,417+320.7% | $6,521+249.5% | $4,888+366.2% |