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 | $165,961 | $45,073+268.2% | $69,455+138.9% | $72,985+127.4% |
| Participation rate | 96.0% | 68.5%+27.5pp | 74.6%+21.4pp | 69.5%+26.5pp |
| Annual return | 5.86% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.1pp |
| Employer contribution / active EE | $6,460 | $2,054+214.5% | $2,779+132.5% | $2,440+164.8% |
| Participant deferral / active EE | $4,045 | $2,602+55.5% | $3,535+14.4% | $3,607+12.1% |
| Admin fee / account holder | $821 | $3,056-73.1% | $3,839-78.6% | $5,124-84.0% |