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 | $188,564 | $85,006+121.8% | $76,190+147.5% | $145,922+29.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.94% | 13.11%+1.8pp | 13.78%+1.2pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,273 | $5,265+19.1% | $4,578+37.0% | $4,660+34.6% |
| Participant deferral / active EE | $6,451 | $6,392+0.9% | $5,474+17.8% | $6,688-3.5% |
| Admin fee / account holder | $27,910 | $5,760+384.6% | $5,123+444.8% | $13,397+108.3% |