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 | $164,085 | $88,707+85.0% | $74,183+121.2% | $273,961-40.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.27% | 11.94%-6.7pp | 17.74%-12.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $9,589 | $3,159+203.5% | $2,370+304.6% | $4,869+97.0% |
| Participant deferral / active EE | $7,243 | $4,212+72.0% | $3,550+104.0% | $5,287+37.0% |
| Admin fee / account holder | $16,756 | $8,717+92.2% | $5,586+200.0% | $10,132+65.4% |