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 | $115,095 | $90,503+27.2% | $78,689+46.3% | $273,961-58.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.06% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $8,811 | $3,176+177.4% | $2,851+209.1% | $4,869+81.0% |
| Participant deferral / active EE | $5,373 | $3,901+37.7% | $3,517+52.8% | $5,287+1.6% |
| Admin fee / account holder | $14,339 | $5,263+172.4% | $4,510+217.9% | $10,132+41.5% |