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 | $158,395 | $94,529+67.6% | $140,016+13.1% | $64,186+146.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 3.50% | 7.77%-4.3pp | 651.12%-647.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $5,666 | $3,812+48.6% | $5,606+1.1% | $2,381+138.0% |
| Participant deferral / active EE | $12,396 | $5,250+136.1% | $6,927+78.9% | $3,470+257.3% |
| Admin fee / account holder | $3,943 | $6,741-41.5% | $10,705-63.2% | $4,888-19.3% |