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 | $168,358 | $80,673+108.7% | $101,326+66.2% | $84,808+98.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 16.15% | 38.95%-22.8pp | 36.82%-20.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,274 | $2,698+21.4% | $3,665-10.7% | $2,631+24.4% |
| Participant deferral / active EE | $11,435 | $6,840+67.2% | $7,994+43.0% | $4,212+171.5% |
| Admin fee / account holder | $4,290 | $12,784-66.4% | $11,185-61.6% | $7,344-41.6% |