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 | $115,986 | $56,277+106.1% | $80,975+43.2% | $62,891+84.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.20% | 22.12%-15.9pp | 17.10%-10.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,476 | $1,943+27.4% | $3,714-33.3% | $2,281+8.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,223 | $3,741+66.4% | $5,516+12.8% | $4,296+44.9% |