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 | $162,289 | $50,958+218.5% | $74,550+117.7% | $64,186+152.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.62% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,306 | $1,115+106.8% | $1,961+17.6% | $2,381-3.1% |
| Participant deferral / active EE | $3,727 | $2,301+61.9% | $3,108+19.9% | $3,470+7.4% |
| Admin fee / account holder | $10,153 | $4,223+140.4% | $5,060+100.7% | $4,888+107.7% |