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 | $154,399 | $50,958+203.0% | $74,550+107.1% | $64,186+140.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.33% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,448 | $1,115+209.1% | $1,961+75.8% | $2,381+44.8% |
| Participant deferral / active EE | $3,332 | $2,301+44.8% | $3,108+7.2% | $3,470-4.0% |
| Admin fee / account holder | $6,344 | $4,223+50.2% | $5,060+25.4% | $4,888+29.8% |