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 | $189,030 | $110,094+71.7% | $151,611+24.7% | $68,494+176.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 7.79% | -10.12%+17.9pp | 3.33%+4.5pp | -7.84%+15.6pp |
| Employer contribution / active EE | $9,630 | $4,471+115.4% | $6,166+56.2% | $2,596+270.9% |
| Participant deferral / active EE | $4,103 | $6,527-37.1% | $8,363-50.9% | $4,027+1.9% |
| Admin fee / account holder | $699 | $7,719-90.9% | $11,616-94.0% | $5,403-87.1% |