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 | $98,644 | $80,717+22.2% | $154,803-36.3% | $84,808+16.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.69% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,405 | $2,761+23.3% | $4,305-20.9% | $2,631+29.4% |
| Participant deferral / active EE | $5,736 | $3,303+73.6% | $5,540+3.5% | $4,212+36.2% |
| Admin fee / account holder | $1,015 | $6,746-85.0% | $14,329-92.9% | $7,344-86.2% |