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 | $182,865 | $78,422+133.2% | $95,952+90.6% | $79,858+129.0% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 29.90% | 19.37%+10.5pp | 91.61%-61.7pp | 31.71%-1.8pp |
| Employer contribution / active EE | $6,215 | $1,945+219.5% | $2,541+144.6% | $2,471+151.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,251 | $5,622-6.6% | $6,795-22.7% | $5,306-1.0% |