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 | $153,740 | $61,660+149.3% | $80,019+92.1% | $64,186+139.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.84% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,730 | $1,810+327.0% | $2,468+213.2% | $2,381+224.7% |
| Participant deferral / active EE | $9,274 | $2,968+212.5% | $3,686+151.6% | $3,470+167.3% |
| Admin fee / account holder | $1,233 | $5,417-77.2% | $6,521-81.1% | $4,888-74.8% |