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 | $143,160 | $76,401+87.4% | $106,387+34.6% | $64,186+123.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -5.42% | -2.19%-3.2pp | 0.25%-5.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,759 | $2,680+77.5% | $3,520+35.2% | $2,381+99.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,507 | $4,610+193.0% | $7,510+79.9% | $4,888+176.3% |