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 | $138,135 | $62,586+120.7% | $76,768+79.9% | $64,186+115.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.39% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,741 | $1,832+158.8% | $2,485+90.8% | $2,381+99.1% |
| Participant deferral / active EE | $7,411 | $3,145+135.7% | $3,852+92.4% | $3,470+113.6% |
| Admin fee / account holder | $1,396 | $4,667-70.1% | $6,675-79.1% | $4,888-71.4% |