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 | $194,571 | $93,071+109.1% | $74,583+160.9% | $273,961-29.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.26% | 26.18%-16.9pp | 20.47%-11.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $13,410 | $3,160+324.4% | $2,525+431.1% | $4,869+175.4% |
| Participant deferral / active EE | $10,640 | $4,160+155.8% | $3,458+207.7% | $5,287+101.2% |
| Admin fee / account holder | $354 | $5,272-93.3% | $4,138-91.4% | $10,132-96.5% |