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 | $121,843 | $54,762+122.5% | $90,281+35.0% | $72,985+66.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.43% | 30.63%-8.2pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $7,559 | $2,092+261.2% | $2,854+164.8% | $2,440+209.8% |
| Participant deferral / active EE | $8,459 | $2,887+193.0% | $3,885+117.7% | $3,607+134.5% |
| Admin fee / account holder | $1,116 | $3,972-71.9% | $5,351-79.2% | $5,124-78.2% |