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 | $243,870 | $62,586+289.7% | $76,768+217.7% | $64,186+279.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 7.89% | -1.95%+9.8pp | 2.43%+5.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $3,846 | $1,832+109.9% | $2,485+54.8% | $2,381+61.5% |
| Participant deferral / active EE | $7,481 | $3,145+137.9% | $3,852+94.2% | $3,470+115.6% |
| Admin fee / account holder | $1,840 | $4,667-60.6% | $6,675-72.4% | $4,888-62.4% |