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 | $234,898 | $62,586+275.3% | $76,768+206.0% | $64,186+266.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.45% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $10,336 | $1,832+464.2% | $2,485+315.9% | $2,381+334.1% |
| Participant deferral / active EE | $8,722 | $3,145+177.4% | $3,852+126.5% | $3,470+151.4% |
| Admin fee / account holder | $2,199 | $4,667-52.9% | $6,675-67.1% | $4,888-55.0% |