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 9-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 | $99,959 | $51,708+93.3% | $106,619-6.2% | $62,891+58.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 9.92% | 4.69%+5.2pp | 9.42%+0.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $5,604 | $1,764+217.8% | $3,947+42.0% | $2,281+145.7% |
| Participant deferral / active EE | $6,979 | $2,315+201.4% | $3,930+77.6% | $3,203+117.9% |
| Admin fee / account holder | $14,963 | $3,349+346.8% | $6,418+133.1% | $4,296+248.3% |