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 | $232,955 | $92,222+152.6% | $76,768+203.5% | $135,375+72.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 13.14% | 5.46%+7.7pp | 2.43%+10.7pp | 519.73%-506.6pp |
| Employer contribution / active EE | $2,697 | $3,216-16.1% | $2,485+8.5% | $4,779-43.6% |
| Participant deferral / active EE | $8,294 | $4,509+84.0% | $3,852+115.3% | $5,609+47.9% |
| Admin fee / account holder | $60,776 | $10,748+465.5% | $6,675+810.5% | $10,827+461.3% |