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 | $94,245 | $69,977+34.7% | $108,579-13.2% | $62,891+49.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.21% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,692 | $2,135+72.9% | $3,758-1.8% | $2,281+61.8% |
| Participant deferral / active EE | $7,223 | $3,165+128.2% | $4,311+67.6% | $3,203+125.5% |
| Admin fee / account holder | $2,074 | $5,076-59.1% | $7,645-72.9% | $4,296-51.7% |