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 | $144,250 | $60,892+136.9% | $82,389+75.1% | $84,808+70.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 25.76% | 37.29%-11.5pp | 28.67%-2.9pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,743 | $1,779-2.0% | $2,517-30.7% | $2,631-33.7% |
| Participant deferral / active EE | $3,586 | $3,179+12.8% | $4,155-13.7% | $4,212-14.9% |
| Admin fee / account holder | $399 | $5,467-92.7% | $7,231-94.5% | $7,344-94.6% |