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 | $130,056 | $61,660+110.9% | $80,019+62.5% | $64,186+102.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.42% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,613 | $1,810+320.5% | $2,468+208.5% | $2,381+219.8% |
| Participant deferral / active EE | $4,240 | $2,968+42.9% | $3,686+15.0% | $3,470+22.2% |
| Admin fee / account holder | $40,520 | $5,417+648.0% | $6,521+521.4% | $4,888+729.0% |