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 | $74,698 | $47,944+55.8% | $67,834+10.1% | $62,891+18.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.57% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,004 | $1,562+156.3% | $2,403+66.6% | $2,281+75.5% |
| Participant deferral / active EE | $4,679 | $2,247+108.3% | $3,160+48.1% | $3,203+46.1% |
| Admin fee / account holder | $2,591 | $3,712-30.2% | $4,622-43.9% | $4,296-39.7% |