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 | $162,469 | $76,401+112.7% | $106,387+52.7% | $64,186+153.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -3.63% | -2.19%-1.4pp | 0.25%-3.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,574 | $2,680+33.4% | $3,520+1.5% | $2,381+50.1% |
| Participant deferral / active EE | $4,500 | $4,274+5.3% | $5,421-17.0% | $3,470+29.7% |
| Admin fee / account holder | $1,520 | $4,610-67.0% | $7,510-79.8% | $4,888-68.9% |