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 | $100,816 | $69,977+44.1% | $108,579-7.1% | $62,891+60.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.08% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $7,280 | $2,135+241.0% | $3,758+93.7% | $2,281+219.2% |
| Participant deferral / active EE | $5,294 | $3,165+67.3% | $4,311+22.8% | $3,203+65.3% |
| Admin fee / account holder | $5,385 | $5,076+6.1% | $7,645-29.6% | $4,296+25.4% |