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 | $182,823 | $53,596+241.1% | $90,645+101.7% | $64,186+184.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.23% | 4.41%-10.6pp | 1.88%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $8,013 | $1,503+433.1% | $2,532+216.5% | $2,381+236.5% |
| Participant deferral / active EE | $5,548 | $2,459+125.7% | $3,425+62.0% | $3,470+59.9% |
| Admin fee / account holder | $18,308 | $3,868+373.4% | $4,994+266.6% | $4,888+274.6% |