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 | $150,530 | $62,586+140.5% | $76,768+96.1% | $64,186+134.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.46% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,955 | $1,832+225.0% | $2,485+139.6% | $2,381+150.1% |
| Participant deferral / active EE | $6,965 | $3,145+121.5% | $3,852+80.8% | $3,470+100.8% |
| Admin fee / account holder | $1,081 | $4,667-76.8% | $6,675-83.8% | $4,888-77.9% |