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 | $187,184 | $90,503+106.8% | $78,689+137.9% | $273,961-31.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.66% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $29,921 | $3,176+842.2% | $2,851+949.6% | $4,869+514.6% |
| Participant deferral / active EE | $19,484 | $3,901+399.4% | $3,517+454.0% | $5,287+268.5% |
| Admin fee / account holder | $2,074 | $5,263-60.6% | $4,510-54.0% | $10,132-79.5% |