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 | $180,998 | $90,503+100.0% | $78,689+130.0% | $273,961-33.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $10,928 | $3,176+244.1% | $2,851+283.4% | $4,869+124.5% |
| Participant deferral / active EE | $13,237 | $3,901+239.3% | $3,517+276.4% | $5,287+150.4% |
| Admin fee / account holder | $42,607 | $5,263+709.5% | $4,510+844.6% | $10,132+320.5% |