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 | $158,505 | $99,341+59.6% | $84,750+87.0% | $273,961-42.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.94% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $13,932 | $4,214+230.6% | $3,574+289.8% | $4,869+186.2% |
| Participant deferral / active EE | $21,272 | $4,269+398.3% | $3,712+473.1% | $5,287+302.3% |
| Admin fee / account holder | $13,914 | $6,644+109.4% | $5,332+160.9% | $10,132+37.3% |