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 | $176,998 | $90,503+95.6% | $78,689+124.9% | $273,961-35.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.45% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,818 | $3,176+114.7% | $2,851+139.2% | $4,869+40.0% |
| Participant deferral / active EE | $6,067 | $3,901+55.5% | $3,517+72.5% | $5,287+14.8% |
| Admin fee / account holder | $7,496 | $5,263+42.4% | $4,510+66.2% | $10,132-26.0% |