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 | $181,153 | $94,529+91.6% | $140,016+29.4% | $64,186+182.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.88% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,099 | $3,812+7.5% | $5,606-26.9% | $2,381+72.2% |
| Participant deferral / active EE | $7,327 | $5,250+39.6% | $6,927+5.8% | $3,470+111.2% |
| Admin fee / account holder | $10,604 | $6,741+57.3% | $10,705-0.9% | $4,888+116.9% |