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 | $81,846 | $56,897+43.9% | $84,750-3.4% | $62,891+30.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $8,931 | $2,400+272.2% | $3,574+149.9% | $2,281+291.6% |
| Participant deferral / active EE | $3,750 | $2,709+38.4% | $3,712+1.0% | $3,203+17.1% |
| Admin fee / account holder | $408 | $3,581-88.6% | $5,332-92.3% | $4,296-90.5% |