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 9-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 | $116,526 | $57,828+101.5% | $117,039-0.4% | $70,131+66.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $4,743 | $1,816+161.2% | $3,785+25.3% | $2,342+102.5% |
| Participant deferral / active EE | $4,758 | $2,438+95.2% | $3,929+21.1% | $3,332+42.8% |
| Admin fee / account holder | $8,103 | $3,548+128.4% | $5,974+35.6% | $4,645+74.4% |