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 | $141,729 | $62,586+126.5% | $76,768+84.6% | $64,186+120.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.79% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,090 | $1,832+177.9% | $2,485+104.8% | $2,381+113.8% |
| Participant deferral / active EE | $3,781 | $3,145+20.2% | $3,852-1.8% | $3,470+9.0% |
| Admin fee / account holder | $3,068 | $4,667-34.3% | $6,675-54.0% | $4,888-37.2% |