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 | $162,681 | $56,054+190.2% | $171,082-4.9% | $62,891+158.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 5.52% | 22.52%-17.0pp | 32.56%-27.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,332 | $1,731+34.7% | $4,002-41.7% | $2,281+2.2% |
| Participant deferral / active EE | $9,184 | $3,158+190.8% | $4,797+91.4% | $3,203+186.7% |
| Admin fee / account holder | $785 | $3,647-78.5% | $8,520-90.8% | $4,296-81.7% |