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 | $229,679 | $95,862+139.6% | $79,550+188.7% | $134,475+70.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 2.65% | -2.69%+5.3pp | 0.16%+2.5pp | 417.96%-415.3pp |
| Employer contribution / active EE | $12,106 | $3,128+287.0% | $2,413+401.7% | $4,740+155.4% |
| Participant deferral / active EE | $2,557 | $4,693-45.5% | $3,985-35.8% | $6,400-60.1% |
| Admin fee / account holder | $13,832 | $9,126+51.6% | $6,832+102.5% | $11,426+21.1% |