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 | $166,575 | $62,586+166.2% | $76,768+117.0% | $64,186+159.5% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+17.0pp | 69.6%+24.4pp |
| Annual return | -4.95% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,081 | $1,832+177.4% | $2,485+104.5% | $2,381+113.4% |
| Participant deferral / active EE | $9,219 | $3,145+193.2% | $3,852+139.3% | $3,470+165.7% |
| Admin fee / account holder | $4,847 | $4,667+3.9% | $6,675-27.4% | $4,888-0.8% |