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 | $106,324 | $54,726+94.3% | $68,793+54.6% | $64,186+65.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 6.92% | -1.62%+8.5pp | -4.63%+11.5pp | 7.63%-0.7pp |
| Employer contribution / active EE | $3,934 | $1,846+113.1% | $2,625+49.9% | $2,381+65.2% |
| Participant deferral / active EE | $4,792 | $2,626+82.5% | $3,311+44.7% | $3,470+38.1% |
| Admin fee / account holder | $2,602 | $4,027-35.4% | $5,131-49.3% | $4,888-46.8% |