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 | $146,031 | $43,327+237.0% | $59,878+143.9% | $64,186+127.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.53% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $16,915 | $2,028+733.9% | $2,722+521.5% | $2,381+610.5% |
| Participant deferral / active EE | $4,345 | $2,546+70.7% | $3,402+27.7% | $3,470+25.2% |
| Admin fee / account holder | $70,941 | $3,005+2260.7% | $3,590+1875.9% | $4,888+1351.3% |