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 | $107,234 | $43,327+147.5% | $59,878+79.1% | $64,186+67.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.93% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $2,805 | $2,028+38.3% | $2,722+3.0% | $2,381+17.8% |
| Participant deferral / active EE | $3,669 | $2,546+44.1% | $3,402+7.8% | $3,470+5.7% |
| Admin fee / account holder | $8,694 | $3,005+189.3% | $3,590+142.2% | $4,888+77.9% |