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 | $133,359 | $62,586+113.1% | $76,768+73.7% | $64,186+107.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.47% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,956 | $1,832+170.5% | $2,485+99.4% | $2,381+108.2% |
| Participant deferral / active EE | $9,485 | $3,145+201.6% | $3,852+146.3% | $3,470+173.4% |
| Admin fee / account holder | $17,503 | $4,667+275.0% | $6,675+162.2% | $4,888+258.1% |