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 7-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 | $124,730 | $73,867+68.9% | $143,757-13.2% | $68,494+82.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 6.48% | 1.01%+5.5pp | -0.04%+6.5pp | -7.84%+14.3pp |
| Employer contribution / active EE | $3,166 | $3,184-0.6% | $4,951-36.1% | $2,596+21.9% |
| Participant deferral / active EE | $13,561 | $3,384+300.7% | $5,637+140.6% | $4,027+236.7% |
| Admin fee / account holder | $17,551 | $5,755+205.0% | $14,673+19.6% | $5,403+224.9% |