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 | $106,683 | $69,977+52.5% | $108,579-1.7% | $62,891+69.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.18% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,728 | $2,135+27.8% | $3,758-27.4% | $2,281+19.6% |
| Participant deferral / active EE | $7,661 | $3,165+142.1% | $4,311+77.7% | $3,203+139.2% |
| Admin fee / account holder | $2,265 | $5,076-55.4% | $7,645-70.4% | $4,296-47.3% |