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 | $132,859 | $69,977+89.9% | $108,579+22.4% | $62,891+111.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.95% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $9,192 | $2,135+330.6% | $3,758+144.6% | $2,281+303.0% |
| Participant deferral / active EE | $7,263 | $3,165+129.5% | $4,311+68.5% | $3,203+126.8% |
| Admin fee / account holder | $5,574 | $5,076+9.8% | $7,645-27.1% | $4,296+29.8% |