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 | $125,009 | $69,977+78.6% | $108,579+15.1% | $62,891+98.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.07% | 10.73%-5.7pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,695 | $2,135+73.1% | $3,758-1.7% | $2,281+62.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,418 | $5,076-72.1% | $7,645-81.5% | $4,296-67.0% |