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 | $199,466 | $54,726+264.5% | $68,793+189.9% | $64,186+210.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.49% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $10,567 | $1,846+472.4% | $2,625+302.5% | $2,381+343.8% |
| Participant deferral / active EE | $7,860 | $2,626+199.3% | $3,311+137.4% | $3,470+126.5% |
| Admin fee / account holder | $7,389 | $4,027+83.5% | $5,131+44.0% | $4,888+51.2% |