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 | $186,006 | $87,540+112.5% | $75,781+145.5% | $125,391+48.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.03% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $3,790 | $3,930-3.6% | $3,323+14.0% | $4,866-22.1% |
| Participant deferral / active EE | $17,100 | $4,229+304.3% | $3,651+368.3% | $5,352+219.5% |
| Admin fee / account holder | $2,650 | $6,502-59.2% | $5,299-50.0% | $9,540-72.2% |