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 | $163,363 | $69,977+133.5% | $108,579+50.5% | $62,891+159.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.91% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $4,764 | $2,135+123.1% | $3,758+26.8% | $2,281+108.9% |
| Participant deferral / active EE | $5,320 | $3,165+68.1% | $4,311+23.4% | $3,203+66.1% |
| Admin fee / account holder | $1,382 | $5,076-72.8% | $7,645-81.9% | $4,296-67.8% |