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 | $196,826 | $62,586+214.5% | $76,768+156.4% | $64,186+206.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.27% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $16,976 | $1,832+826.6% | $2,485+583.1% | $2,381+613.0% |
| Participant deferral / active EE | $2,722 | $3,145-13.4% | $3,852-29.3% | $3,470-21.5% |
| Admin fee / account holder | $6,867 | $4,667+47.1% | $6,675+2.9% | $4,888+40.5% |