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 9-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 | $105,855 | $43,327+144.3% | $59,878+76.8% | $64,186+64.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.48% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $3,340 | $2,028+64.7% | $2,722+22.7% | $2,381+40.3% |
| Participant deferral / active EE | $2,456 | $2,546-3.5% | $3,402-27.8% | $3,470-29.2% |
| Admin fee / account holder | $406 | $3,005-86.5% | $3,590-88.7% | $4,888-91.7% |