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 | $111,526 | $88,707+25.7% | $74,183+50.3% | $273,961-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.44% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $12,984 | $3,159+311.0% | $2,370+447.8% | $4,869+166.7% |
| Participant deferral / active EE | $12,837 | $4,212+204.8% | $3,550+261.6% | $5,287+142.8% |
| Admin fee / account holder | $808 | $8,717-90.7% | $5,586-85.5% | $10,132-92.0% |