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 | $137,009 | $94,529+44.9% | $140,016-2.1% | $64,186+113.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.50% | 7.77%-8.3pp | 651.12%-651.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $9,441 | $3,812+147.6% | $5,606+68.4% | $2,381+296.6% |
| Participant deferral / active EE | $4,148 | $5,250-21.0% | $6,927-40.1% | $3,470+19.6% |
| Admin fee / account holder | $5,639 | $6,741-16.3% | $10,705-47.3% | $4,888+15.4% |