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 | $124,160 | $71,883+72.7% | $86,677+43.2% | $68,494+81.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.35% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,468 | $2,173+105.6% | $2,836+57.5% | $2,596+72.1% |
| Participant deferral / active EE | $10,694 | $3,779+183.0% | $4,656+129.7% | $4,027+165.6% |
| Admin fee / account holder | $4,390 | $6,112-28.2% | $7,493-41.4% | $5,403-18.7% |