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 | $164,102 | $56,484+190.5% | $169,463-3.2% | $64,186+155.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.75% | -1.55%-3.2pp | 1.83%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,013 | $1,832+119.0% | $4,159-3.5% | $2,381+68.6% |
| Participant deferral / active EE | $5,062 | $3,448+46.8% | $5,277-4.1% | $3,470+45.9% |
| Admin fee / account holder | $27,522 | $4,174+559.3% | $9,109+202.1% | $4,888+463.1% |