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 | $111,844 | $153,772-27.3% | $133,980-16.5% | $273,961-59.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.44% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $7,840 | $6,029+30.0% | $5,211+50.4% | $4,869+61.0% |
| Participant deferral / active EE | $8,018 | $6,958+15.2% | $6,282+27.6% | $5,287+51.6% |
| Admin fee / account holder | $24,404 | $11,765+107.4% | $9,324+161.7% | $10,132+140.9% |