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 | $129,431 | $50,958+154.0% | $74,550+73.6% | $64,186+101.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.25% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,279 | $1,115+283.7% | $1,961+118.2% | $2,381+79.7% |
| Participant deferral / active EE | $8,162 | $2,301+254.6% | $3,108+162.6% | $3,470+135.2% |
| Admin fee / account holder | $6,090 | $4,223+44.2% | $5,060+20.4% | $4,888+24.6% |