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 | $178,022 | $69,977+154.4% | $108,579+64.0% | $62,891+183.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.65% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,889 | $2,135+35.3% | $3,758-23.1% | $2,281+26.6% |
| Participant deferral / active EE | $6,264 | $3,165+97.9% | $4,311+45.3% | $3,203+95.6% |
| Admin fee / account holder | $1,228 | $5,076-75.8% | $7,645-83.9% | $4,296-71.4% |