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 | $82,385 | $43,327+90.1% | $59,878+37.6% | $64,186+28.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.08% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.5pp |
| Employer contribution / active EE | $4,193 | $2,028+106.7% | $2,722+54.1% | $2,381+76.1% |
| Participant deferral / active EE | $5,148 | $2,546+102.2% | $3,402+51.3% | $3,470+48.4% |
| Admin fee / account holder | $1,482 | $3,005-50.7% | $3,590-58.7% | $4,888-69.7% |