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 | $107,201 | $75,828+41.4% | $147,614-27.4% | $59,632+79.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 5.41% | 0.37%+5.0pp | 61.98%-56.6pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $8,504 | $3,485+144.0% | $5,564+52.8% | $2,203+286.1% |
| Participant deferral / active EE | $5,237 | $3,130+67.3% | $4,895+7.0% | $3,192+64.1% |
| Admin fee / account holder | $3,228 | $5,985-46.1% | $11,611-72.2% | $4,297-24.9% |