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 | $99,614 | $71,883+38.6% | $86,677+14.9% | $68,494+45.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.78% | 3.52%+4.3pp | 35.91%-28.1pp | -7.84%+15.6pp |
| Employer contribution / active EE | $3,610 | $2,173+66.2% | $2,836+27.3% | $2,596+39.1% |
| Participant deferral / active EE | $4,925 | $3,779+30.3% | $4,656+5.8% | $4,027+22.3% |
| Admin fee / account holder | $1,596 | $6,112-73.9% | $7,493-78.7% | $5,403-70.5% |