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 | $130,674 | $53,596+143.8% | $90,645+44.2% | $64,186+103.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.38% | 4.41%-10.8pp | 1.88%-8.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,796 | $1,503+86.0% | $2,532+10.4% | $2,381+17.4% |
| Participant deferral / active EE | $4,115 | $2,459+67.4% | $3,425+20.2% | $3,470+18.6% |
| Admin fee / account holder | $1,428 | $3,868-63.1% | $4,994-71.4% | $4,888-70.8% |