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 | $116,639 | $61,660+89.2% | $80,019+45.8% | $64,186+81.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.48% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $6,744 | $1,810+272.5% | $2,468+173.3% | $2,381+183.3% |
| Participant deferral / active EE | $8,474 | $2,968+185.6% | $3,686+129.9% | $3,470+144.2% |
| Admin fee / account holder | $17,064 | $5,417+215.0% | $6,521+161.7% | $4,888+249.1% |