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 | $94,332 | $58,828+60.4% | $77,999+20.9% | $62,891+50.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.73% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,944 | $1,672+76.1% | $2,470+19.2% | $2,281+29.1% |
| Participant deferral / active EE | $5,691 | $2,686+111.9% | $3,497+62.7% | $3,203+77.7% |
| Admin fee / account holder | $3,614 | $4,393-17.7% | $5,480-34.1% | $4,296-15.9% |