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 | $98,952 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-63.9% |
| Participation rate | 94.4% | 74.1%+20.4pp | 68.4%+26.0pp | 83.0%+11.4pp |
| Annual return | 9.39% | 2.55%+6.8pp | 5.24%+4.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,742 | $2,350-25.9% | $1,844-5.5% | $4,869-64.2% |
| Participant deferral / active EE | $5,436 | $2,962+83.5% | $2,591+109.8% | $5,287+2.8% |
| Admin fee / account holder | $485 | $3,725-87.0% | $2,903-83.3% | $10,132-95.2% |