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 | $187,255 | $65,685+185.1% | $57,179+227.5% | $273,961-31.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.88% | 21.99%-14.1pp | 14.59%-6.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $8,937 | $3,279+172.6% | $2,682+233.2% | $4,869+83.6% |
| Participant deferral / active EE | $10,094 | $3,782+166.9% | $3,096+226.0% | $5,287+90.9% |
| Admin fee / account holder | $1,623 | $4,835-66.4% | $3,139-48.3% | $10,132-84.0% |