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 | $102,453 | $62,586+63.7% | $76,768+33.5% | $64,186+59.6% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | 7.69% | -1.95%+9.6pp | 2.43%+5.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,405 | $1,832-23.3% | $2,485-43.5% | $2,381-41.0% |
| Participant deferral / active EE | $3,743 | $3,145+19.0% | $3,852-2.8% | $3,470+7.9% |
| Admin fee / account holder | $10,128 | $4,667+117.0% | $6,675+51.7% | $4,888+107.2% |