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 | $151,452 | $72,492+108.9% | $87,100+73.9% | $72,985+107.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.52% | 24.46%+0.1pp | 28.19%-3.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,998 | $1,894+111.1% | $2,521+58.6% | $2,440+63.9% |
| Participant deferral / active EE | $5,943 | $3,270+81.8% | $4,049+46.8% | $3,607+64.7% |
| Admin fee / account holder | $1,727 | $5,055-65.8% | $7,497-77.0% | $5,124-66.3% |