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 | $104,226 | $42,894+143.0% | $60,874+71.2% | $68,494+52.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -0.39% | -13.98%+13.6pp | 16.90%-17.3pp | -7.84%+7.5pp |
| Employer contribution / active EE | $4,052 | $1,978+104.8% | $2,701+50.0% | $2,596+56.1% |
| Participant deferral / active EE | $4,837 | $2,867+68.7% | $3,817+26.7% | $4,027+20.1% |
| Admin fee / account holder | $2,411 | $3,101-22.2% | $3,224-25.2% | $5,403-55.4% |