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 | $184,487 | $43,327+325.8% | $59,878+208.1% | $64,186+187.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.50% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $10,209 | $2,028+403.3% | $2,722+275.1% | $2,381+328.8% |
| Participant deferral / active EE | $4,673 | $2,546+83.5% | $3,402+37.4% | $3,470+34.7% |
| Admin fee / account holder | $807 | $3,005-73.1% | $3,590-77.5% | $4,888-83.5% |