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 | $102,904 | $65,082+58.1% | $81,367+26.5% | $59,632+72.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 4.56% | 1.16%+3.4pp | -0.92%+5.5pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $2,996 | $2,934+2.1% | $3,930-23.8% | $2,203+36.0% |
| Participant deferral / active EE | $3,805 | $4,083-6.8% | $5,383-29.3% | $3,192+19.2% |
| Admin fee / account holder | $7,867 | $7,582+3.8% | $8,926-11.9% | $4,297+83.1% |