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 | $146,198 | $61,660+137.1% | $80,019+82.7% | $64,186+127.8% |
| 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 | $8,295 | $1,810+358.2% | $2,468+236.1% | $2,381+248.4% |
| Participant deferral / active EE | $2,252 | $2,968-24.1% | $3,686-38.9% | $3,470-35.1% |
| Admin fee / account holder | $1,212 | $5,417-77.6% | $6,521-81.4% | $4,888-75.2% |