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 | $111,632 | $56,484+97.6% | $169,463-34.1% | $64,186+73.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.02% | -1.55%-1.5pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $9,230 | $1,832+403.7% | $4,159+121.9% | $2,381+287.7% |
| Participant deferral / active EE | $6,608 | $3,448+91.7% | $5,277+25.2% | $3,470+90.5% |
| Admin fee / account holder | $29,424 | $4,174+604.9% | $9,109+223.0% | $4,888+502.0% |