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 | $134,363 | $43,327+210.1% | $59,878+124.4% | $64,186+109.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 12.78% | -1.55%+14.3pp | 3.46%+9.3pp | 7.63%+5.1pp |
| Employer contribution / active EE | $16,395 | $2,028+708.2% | $2,722+502.4% | $2,381+588.6% |
| Participant deferral / active EE | $4,043 | $2,546+58.8% | $3,402+18.9% | $3,470+16.5% |
| Admin fee / account holder | $5,864 | $3,005+95.1% | $3,590+63.3% | $4,888+20.0% |