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 | $86,386 | $56,054+54.1% | $171,082-49.5% | $62,891+37.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.64% | 22.52%-15.9pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,363 | $1,731+36.5% | $4,002-41.0% | $2,281+3.6% |
| Participant deferral / active EE | $5,922 | $3,158+87.5% | $4,797+23.4% | $3,203+84.9% |
| Admin fee / account holder | $3,241 | $3,647-11.1% | $8,520-62.0% | $4,296-24.6% |