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 | $158,909 | $48,300+229.0% | $40,145,923-99.6% | $62,891+152.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 6.13% | 6.95%-0.8pp | 5.24%+0.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $7,270 | $1,333+445.2% | $1,844+294.3% | $2,281+218.7% |
| Participant deferral / active EE | $3,590 | $2,388+50.4% | $2,591+38.6% | $3,203+12.1% |
| Admin fee / account holder | $24,958 | $2,919+755.1% | $2,903+759.6% | $4,296+481.0% |