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 | $194,211 | $63,346+206.6% | $92,233+110.6% | $70,131+176.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.45% | 530.12%-514.7pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $551 | $2,471-77.7% | $3,679-85.0% | $2,342-76.5% |
| Participant deferral / active EE | $5,659 | $2,854+98.3% | $3,897+45.2% | $3,332+69.8% |
| Admin fee / account holder | $2,070 | $3,840-46.1% | $5,194-60.2% | $4,645-55.4% |