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 | $164,251 | $49,280+233.3% | $67,313+144.0% | $64,186+155.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.76% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,537 | $1,668-7.9% | $2,566-40.1% | $2,381-35.4% |
| Participant deferral / active EE | $9,927 | $2,484+299.6% | $3,568+178.2% | $3,470+186.1% |
| Admin fee / account holder | $5,869 | $3,863+52.0% | $4,507+30.2% | $4,888+20.1% |