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 | $192,224 | $88,583+117.0% | $88,497+117.2% | $273,961-29.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.76% | 5.68%+0.1pp | 7.63%-1.9pp | 41.45%-35.7pp |
| Employer contribution / active EE | $22,500 | $4,502+399.7% | $4,036+457.4% | $4,869+362.1% |
| Participant deferral / active EE | $22,500 | $4,891+360.0% | $4,899+359.3% | $5,287+325.6% |
| Admin fee / account holder | $1,969 | $8,980-78.1% | $6,220-68.3% | $10,132-80.6% |