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 | $115,644 | $54,726+111.3% | $68,793+68.1% | $64,186+80.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.60% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,797 | $1,846+159.9% | $2,625+82.8% | $2,381+101.5% |
| Participant deferral / active EE | $4,859 | $2,626+85.0% | $3,311+46.8% | $3,470+40.1% |
| Admin fee / account holder | $24,057 | $4,027+497.4% | $5,131+368.9% | $4,888+392.2% |