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 | $167,146 | $62,586+167.1% | $76,768+117.7% | $64,186+160.4% |
| Participation rate | 92.8% | 72.8%+19.9pp | 77.0%+15.8pp | 69.6%+23.2pp |
| Annual return | -7.46% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,566 | $1,832+40.1% | $2,485+3.3% | $2,381+7.8% |
| Participant deferral / active EE | $11,115 | $3,145+253.5% | $3,852+188.6% | $3,470+220.4% |
| Admin fee / account holder | $563 | $4,667-87.9% | $6,675-91.6% | $4,888-88.5% |