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 | $135,226 | $58,577+130.9% | $83,333+62.3% | $64,186+110.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.41% | 9.65%-16.1pp | 10.63%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,707 | $2,098+29.0% | $3,379-19.9% | $2,381+13.7% |
| Participant deferral / active EE | $6,203 | $4,654+33.3% | $5,565+11.5% | $3,470+78.8% |
| Admin fee / account holder | $2,443 | $9,275-73.7% | $7,510-67.5% | $4,888-50.0% |