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 | $155,279 | $72,404+114.5% | $110,238+40.9% | $64,186+141.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.14% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,023 | $2,282+76.3% | $3,826+5.1% | $2,381+69.0% |
| Participant deferral / active EE | $4,614 | $3,469+33.0% | $4,672-1.2% | $3,470+33.0% |
| Admin fee / account holder | $1,128 | $5,664-80.1% | $8,547-86.8% | $4,888-76.9% |