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 | $141,965 | $72,492+95.8% | $87,100+63.0% | $72,985+94.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.77% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,146 | $1,894+13.3% | $2,521-14.9% | $2,440-12.1% |
| Participant deferral / active EE | $4,925 | $3,270+50.6% | $4,049+21.7% | $3,607+36.5% |
| Admin fee / account holder | $8,200 | $5,055+62.2% | $7,497+9.4% | $5,124+60.0% |