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 | $193,972 | $127,100+52.6% | $105,738+83.4% | $135,375+43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 8.19% | 4.49%+3.7pp | 6.27%+1.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $2,205 | $4,107-46.3% | $3,268-32.5% | $4,779-53.9% |
| Participant deferral / active EE | $7,473 | $5,064+47.6% | $4,080+83.2% | $5,609+33.2% |
| Admin fee / account holder | $2,037 | $9,087-77.6% | $6,913-70.5% | $10,827-81.2% |