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 | $182,567 | $83,337+119.1% | $67,834+169.1% | $273,961-33.4% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 6.85% | 259.45%-252.6pp | 138.47%-131.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,530 | $3,287-23.0% | $2,403+5.3% | $4,869-48.0% |
| Participant deferral / active EE | $8,694 | $4,088+112.7% | $3,160+175.1% | $5,287+64.4% |
| Admin fee / account holder | $5,562 | $6,752-17.6% | $4,622+20.3% | $10,132-45.1% |