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 | $174,620 | $61,660+183.2% | $80,019+118.2% | $64,186+172.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.07% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $9,476 | $1,810+423.4% | $2,468+284.0% | $2,381+298.0% |
| Participant deferral / active EE | $4,687 | $2,968+57.9% | $3,686+27.2% | $3,470+35.1% |
| Admin fee / account holder | $1,322 | $5,417-75.6% | $6,521-79.7% | $4,888-73.0% |