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 | $135,568 | $53,596+152.9% | $90,645+49.6% | $64,186+111.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -4.76% | 4.41%-9.2pp | 1.88%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,354 | $1,503+56.6% | $2,532-7.0% | $2,381-1.1% |
| Participant deferral / active EE | $7,089 | $2,459+188.4% | $3,425+107.0% | $3,470+104.3% |
| Admin fee / account holder | $56,299 | $3,868+1355.6% | $4,994+1027.4% | $4,888+1051.8% |