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 | $189,104 | $58,577+222.8% | $83,333+126.9% | $64,186+194.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.79% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,485 | $2,098+66.1% | $3,379+3.1% | $2,381+46.4% |
| Participant deferral / active EE | $8,578 | $4,654+84.3% | $5,565+54.1% | $3,470+147.2% |
| Admin fee / account holder | $17,351 | $9,275+87.1% | $7,510+131.0% | $4,888+255.0% |