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 | $105,081 | $61,660+70.4% | $80,019+31.3% | $64,186+63.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.03% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,774 | $1,810+108.4% | $2,468+52.9% | $2,381+58.5% |
| Participant deferral / active EE | $8,442 | $2,968+184.5% | $3,686+129.0% | $3,470+143.3% |
| Admin fee / account holder | $3,116 | $5,417-42.5% | $6,521-52.2% | $4,888-36.3% |