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 | $156,144 | $53,596+191.3% | $90,645+72.3% | $64,186+143.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -2.37% | 4.41%-6.8pp | 1.88%-4.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,920 | $1,503+160.8% | $2,532+54.8% | $2,381+64.7% |
| Participant deferral / active EE | $3,694 | $2,459+50.2% | $3,425+7.9% | $3,470+6.5% |
| Admin fee / account holder | $12,210 | $3,868+215.7% | $4,994+144.5% | $4,888+149.8% |