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 | $178,382 | $62,586+185.0% | $76,768+132.4% | $64,186+177.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.55% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,144 | $1,832+71.6% | $2,485+26.5% | $2,381+32.0% |
| Participant deferral / active EE | $9,904 | $3,145+214.9% | $3,852+157.1% | $3,470+185.4% |
| Admin fee / account holder | $28,196 | $4,667+504.2% | $6,675+322.4% | $4,888+476.8% |