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 | $71,112 | $69,977+1.6% | $108,579-34.5% | $62,891+13.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.61% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,234 | $2,135+98.3% | $3,758+12.7% | $2,281+85.6% |
| Participant deferral / active EE | $4,029 | $3,165+27.3% | $4,311-6.5% | $3,203+25.8% |
| Admin fee / account holder | $7,742 | $5,076+52.5% | $7,645+1.3% | $4,296+80.2% |