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 | $237,280 | $92,222+157.3% | $76,768+209.1% | $135,375+75.3% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | 6.63% | 5.46%+1.2pp | 2.43%+4.2pp | 519.73%-513.1pp |
| Employer contribution / active EE | $6,488 | $3,216+101.7% | $2,485+161.1% | $4,779+35.8% |
| Participant deferral / active EE | $5,069 | $4,509+12.4% | $3,852+31.6% | $5,609-9.6% |
| Admin fee / account holder | $74,661 | $10,748+594.6% | $6,675+1018.5% | $10,827+589.6% |