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 | $189,279 | $93,071+103.4% | $74,583+153.8% | $273,961-30.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.78% | 26.18%-23.4pp | 20.47%-17.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,982 | $3,160-37.3% | $2,525-21.5% | $4,869-59.3% |
| Participant deferral / active EE | $7,364 | $4,160+77.0% | $3,458+113.0% | $5,287+39.3% |
| Admin fee / account holder | $1,484 | $5,272-71.8% | $4,138-64.1% | $10,132-85.3% |