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 | $138,243 | $69,977+97.6% | $108,579+27.3% | $62,891+119.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.44% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,660 | $2,135+24.6% | $3,758-29.2% | $2,281+16.6% |
| Participant deferral / active EE | $5,798 | $3,165+83.2% | $4,311+34.5% | $3,203+81.0% |
| Admin fee / account holder | $551 | $5,076-89.1% | $7,645-92.8% | $4,296-87.2% |