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 | $144,996 | $72,492+100.0% | $87,100+66.5% | $72,985+98.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.86% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,120 | $1,894+11.9% | $2,521-15.9% | $2,440-13.1% |
| Participant deferral / active EE | $5,470 | $3,270+67.3% | $4,049+35.1% | $3,607+51.6% |
| Admin fee / account holder | $488 | $5,055-90.3% | $7,497-93.5% | $5,124-90.5% |