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 | $204,353 | $92,222+121.6% | $76,768+166.2% | $135,375+51.0% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | 9.12% | 5.46%+3.7pp | 2.43%+6.7pp | 519.73%-510.6pp |
| Employer contribution / active EE | $6,270 | $3,216+95.0% | $2,485+152.3% | $4,779+31.2% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,951 | $10,748+67.0% | $6,675+168.9% | $10,827+65.8% |