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 | $133,560 | $94,625+41.1% | $116,228+14.9% | $84,808+57.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.64% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,383 | $2,347+1.6% | $2,994-20.4% | $2,631-9.4% |
| Participant deferral / active EE | $5,797 | $3,972+45.9% | $4,953+17.0% | $4,212+37.6% |
| Admin fee / account holder | $10,686 | $10,091+5.9% | $11,989-10.9% | $7,344+45.5% |