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 | $138,249 | $71,480+93.4% | $90,782+52.3% | $64,186+115.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -5.25% | -4.25%-1.0pp | -3.42%-1.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,405 | $3,415-29.6% | $4,105-41.4% | $2,381+1.0% |
| Participant deferral / active EE | $7,292 | $4,302+69.5% | $5,366+35.9% | $3,470+110.2% |
| Admin fee / account holder | $13,578 | $6,309+115.2% | $5,908+129.8% | $4,888+177.8% |