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 | $220,807 | $73,867+198.9% | $143,757+53.6% | $68,494+222.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 6.32% | 1.01%+5.3pp | -0.04%+6.4pp | -7.84%+14.2pp |
| Employer contribution / active EE | $4,006 | $3,184+25.8% | $4,951-19.1% | $2,596+54.3% |
| Participant deferral / active EE | $5,583 | $3,384+65.0% | $5,637-1.0% | $4,027+38.6% |
| Admin fee / account holder | $2,153 | $5,755-62.6% | $14,673-85.3% | $5,403-60.2% |