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 | $188,104 | $65,703+186.3% | $94,224+99.6% | $59,632+215.4% |
| Participation rate | 88.3% | 72.1%+16.2pp | 78.8%+9.6pp | 68.7%+19.7pp |
| Annual return | 1.37% | 5.22%-3.8pp | 10.68%-9.3pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $3,557 | $2,021+76.1% | $3,587-0.8% | $2,203+61.5% |
| Participant deferral / active EE | $5,339 | $3,143+69.9% | $4,320+23.6% | $3,192+67.3% |
| Admin fee / account holder | $14,002 | $4,264+228.3% | $6,269+123.3% | $4,297+225.8% |