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 | $186,675 | $43,327+330.9% | $59,878+211.8% | $64,186+190.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.28% | -1.55%+10.8pp | 3.46%+5.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $5,557 | $2,028+174.0% | $2,722+104.2% | $2,381+133.4% |
| Participant deferral / active EE | $6,162 | $2,546+142.0% | $3,402+81.1% | $3,470+77.6% |
| Admin fee / account holder | $2,070 | $3,005-31.1% | $3,590-42.3% | $4,888-57.7% |