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 | $190,420 | $61,660+208.8% | $80,019+138.0% | $64,186+196.7% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | -3.17% | -0.33%-2.8pp | 11.22%-14.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $6,727 | $1,810+271.5% | $2,468+172.6% | $2,381+182.5% |
| Participant deferral / active EE | $6,577 | $2,968+121.6% | $3,686+78.4% | $3,470+89.5% |
| Admin fee / account holder | $9,881 | $5,417+82.4% | $6,521+51.5% | $4,888+102.2% |