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 | $167,346 | $72,404+131.1% | $110,238+51.8% | $64,186+160.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.31% | -6.29%+13.6pp | 314.74%-307.4pp | 7.63%-0.3pp |
| Employer contribution / active EE | $8,078 | $2,282+254.1% | $3,826+111.1% | $2,381+239.3% |
| Participant deferral / active EE | $3,252 | $3,469-6.3% | $4,672-30.4% | $3,470-6.3% |
| Admin fee / account holder | $6,070 | $5,664+7.2% | $8,547-29.0% | $4,888+24.2% |