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 | $191,196 | $90,503+111.3% | $78,689+143.0% | $273,961-30.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.65% | 75.60%-68.0pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,501 | $3,176-52.7% | $2,851-47.4% | $4,869-69.2% |
| Participant deferral / active EE | $7,638 | $3,901+95.8% | $3,517+117.2% | $5,287+44.5% |
| Admin fee / account holder | $36,525 | $5,263+594.0% | $4,510+709.8% | $10,132+260.5% |