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 | $142,180 | $42,383+235.5% | $76,523+85.8% | $64,186+121.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.10% | -16.54%+10.4pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,733 | $1,563+266.8% | $2,647+116.6% | $2,381+140.8% |
| Participant deferral / active EE | $7,896 | $2,566+207.7% | $3,835+105.9% | $3,470+127.6% |
| Admin fee / account holder | $2,138 | $3,198-33.1% | $4,848-55.9% | $4,888-56.3% |