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 | $222,250 | $96,557+130.2% | $80,975+174.5% | $273,961-18.9% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 7.41% | 15.14%-7.7pp | 17.10%-9.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $10,417 | $4,868+114.0% | $3,714+180.4% | $4,869+114.0% |
| Participant deferral / active EE | $10,212 | $6,598+54.8% | $5,696+79.3% | $5,287+93.1% |
| Admin fee / account holder | $2,165 | $7,492-71.1% | $5,516-60.7% | $10,132-78.6% |