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 | $165,501 | $71,883+130.2% | $86,677+90.9% | $68,494+141.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -5.82% | 3.52%-9.3pp | 35.91%-41.7pp | -7.84%+2.0pp |
| Employer contribution / active EE | $3,110 | $2,173+43.1% | $2,836+9.6% | $2,596+19.8% |
| Participant deferral / active EE | $6,382 | $3,779+68.9% | $4,656+37.1% | $4,027+58.5% |
| Admin fee / account holder | $2,388 | $6,112-60.9% | $7,493-68.1% | $5,403-55.8% |