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 | $127,872 | $39,122+226.9% | $57,179+123.6% | $62,891+103.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.91% | 9.23%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,463 | $1,874+298.2% | $2,682+178.2% | $2,281+227.2% |
| Participant deferral / active EE | $1,837 | $2,374-22.6% | $3,096-40.7% | $3,203-42.7% |
| Admin fee / account holder | $1,646 | $2,592-36.5% | $3,139-47.6% | $4,296-61.7% |