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 | $90,873 | $49,280+84.4% | $67,313+35.0% | $64,186+41.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1.61% | -1.39%+3.0pp | -4.08%+5.7pp | 7.63%-6.0pp |
| Employer contribution / active EE | $4,960 | $1,668+197.3% | $2,566+93.3% | $2,381+108.4% |
| Participant deferral / active EE | $7,561 | $2,484+204.4% | $3,568+111.9% | $3,470+117.9% |
| Admin fee / account holder | $14,001 | $3,863+262.5% | $4,507+210.7% | $4,888+186.4% |