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 | $158,457 | $92,222+71.8% | $76,768+106.4% | $135,375+17.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.19% | 5.46%+0.7pp | 2.43%+3.8pp | 519.73%-513.5pp |
| Employer contribution / active EE | $3,238 | $3,216+0.7% | $2,485+30.3% | $4,779-32.2% |
| Participant deferral / active EE | $2,776 | $4,509-38.4% | $3,852-27.9% | $5,609-50.5% |
| Admin fee / account holder | $38,181 | $10,748+255.2% | $6,675+472.0% | $10,827+252.6% |