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 | $202,787 | $93,071+117.9% | $74,583+171.9% | $273,961-26.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.43% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $20,771 | $3,160+557.4% | $2,525+722.6% | $4,869+326.6% |
| Participant deferral / active EE | $10,500 | $4,160+152.4% | $3,458+203.6% | $5,287+98.6% |
| Admin fee / account holder | $1,116 | $5,272-78.8% | $4,138-73.0% | $10,132-89.0% |