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 8-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 | $120,515 | $56,053+115.0% | $75,972+58.6% | $80,856+49.0% |
| Participation rate | 71.7% | 62.0%+9.6pp | 69.1%+2.6pp | 67.6%+4.0pp |
| Annual return | 25.05% | 20.53%+4.5pp | 359.55%-334.5pp | 35.59%-10.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,698 | $3,052+21.2% | $4,255-13.1% | $4,296-13.9% |
| Admin fee / account holder | $6,712 | $5,234+28.3% | $6,467+3.8% | $6,918-3.0% |