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 | $125,292 | $90,503+38.4% | $78,689+59.2% | $273,961-54.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.06% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $5,114 | $3,176+61.0% | $2,851+79.4% | $4,869+5.0% |
| Participant deferral / active EE | $14,051 | $3,901+260.2% | $3,517+299.5% | $5,287+165.8% |
| Admin fee / account holder | $25,765 | $5,263+389.5% | $4,510+471.2% | $10,132+154.3% |