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 | $229,673 | $103,949+120.9% | $69,182+232.0% | $273,961-16.2% |
| Participation rate | 95.2% | 67.4%+27.9pp | 55.1%+40.1pp | 83.0%+12.2pp |
| Annual return | 7.12% | 35.28%-28.2pp | -21.93%+29.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,713 | $1,783+108.3% | $1,206+207.9% | $4,869-23.7% |
| Participant deferral / active EE | $6,445 | $2,716+137.3% | $1,897+239.8% | $5,287+21.9% |
| Admin fee / account holder | $3,325 | $3,671-9.4% | $2,697+23.3% | $10,132-67.2% |