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 | $239,304 | $53,596+346.5% | $90,645+164.0% | $64,186+272.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -4.29% | 4.41%-8.7pp | 1.88%-6.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,002 | $1,503+432.4% | $2,532+216.1% | $2,381+236.1% |
| Participant deferral / active EE | $5,551 | $2,459+125.8% | $3,425+62.1% | $3,470+60.0% |
| Admin fee / account holder | $7,970 | $3,868+106.1% | $4,994+59.6% | $4,888+63.1% |