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 | $171,050 | $43,327+294.8% | $59,878+185.7% | $64,186+166.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.67% | -1.55%-0.1pp | 3.46%-5.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $4,185 | $2,028+106.3% | $2,722+53.8% | $2,381+75.8% |
| Participant deferral / active EE | $6,588 | $2,546+158.8% | $3,402+93.7% | $3,470+89.9% |
| Admin fee / account holder | $26,619 | $3,005+785.8% | $3,590+641.4% | $4,888+444.6% |