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 | $129,223 | $62,586+106.5% | $76,768+68.3% | $64,186+101.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.86% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $5,438 | $1,832+196.9% | $2,485+118.8% | $2,381+128.4% |
| Participant deferral / active EE | $8,451 | $3,145+168.7% | $3,852+119.4% | $3,470+143.6% |
| Admin fee / account holder | $2,057 | $4,667-55.9% | $6,675-69.2% | $4,888-57.9% |