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 | $156,307 | $80,673+93.8% | $101,326+54.3% | $84,808+84.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.28% | 38.95%-23.7pp | 36.82%-21.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,747 | $2,698-35.2% | $3,665-52.3% | $2,631-33.6% |
| Participant deferral / active EE | $3,934 | $6,840-42.5% | $7,994-50.8% | $4,212-6.6% |
| Admin fee / account holder | $6,001 | $12,784-53.1% | $11,185-46.4% | $7,344-18.3% |