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 | $116,757 | $59,186+97.3% | $76,768+52.1% | $56,287+107.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.05% | 6.62%-10.7pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $5,201 | $1,759+195.8% | $2,485+109.3% | $2,111+146.4% |
| Participant deferral / active EE | $5,298 | $3,255+62.8% | $3,852+37.6% | $3,350+58.2% |
| Admin fee / account holder | $3,817 | $489+680.4% | $6,675-42.8% | $521+632.7% |