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 | $140,628 | $69,518+102.3% | $59,878+134.9% | $135,375+3.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 6.29% | 7.94%-1.7pp | 3.46%+2.8pp | 519.73%-513.4pp |
| Employer contribution / active EE | $4,071 | $3,235+25.9% | $2,722+49.6% | $4,779-14.8% |
| Participant deferral / active EE | $7,250 | $4,206+72.4% | $3,402+113.1% | $5,609+29.3% |
| Admin fee / account holder | $338 | $5,734-94.1% | $3,590-90.6% | $10,827-96.9% |