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 | $170,208 | $61,660+176.0% | $80,019+112.7% | $64,186+165.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.21% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,149 | $1,810+18.7% | $2,468-12.9% | $2,381-9.7% |
| Participant deferral / active EE | $2,866 | $2,968-3.4% | $3,686-22.2% | $3,470-17.4% |
| Admin fee / account holder | $4,586 | $5,417-15.3% | $6,521-29.7% | $4,888-6.2% |