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 | $187,958 | $57,354+227.7% | $83,848+124.2% | $64,186+192.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -0.95% | 11.38%-12.3pp | 850.88%-851.8pp | 7.63%-8.6pp |
| Employer contribution / active EE | $5,133 | $2,545+101.7% | $3,631+41.4% | $2,381+115.6% |
| Participant deferral / active EE | $4,422 | $2,993+47.7% | $4,082+8.3% | $3,470+27.4% |
| Admin fee / account holder | $1,019 | $4,046-74.8% | $5,478-81.4% | $4,888-79.2% |