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 | $115,001 | $95,193+20.8% | $76,523+50.3% | $135,375-15.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 5.07% | 4.85%+0.2pp | -0.27%+5.3pp | 519.73%-514.7pp |
| Employer contribution / active EE | $5,249 | $3,302+59.0% | $2,647+98.3% | $4,779+9.8% |
| Participant deferral / active EE | $3,623 | $4,639-21.9% | $3,835-5.5% | $5,609-35.4% |
| Admin fee / account holder | $1,916 | $6,249-69.3% | $4,848-60.5% | $10,827-82.3% |