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 | $178,040 | $153,772+15.8% | $133,980+32.9% | $273,961-35.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.61% | 36.51%-32.9pp | 29.30%-25.7pp | 41.45%-37.8pp |
| Employer contribution / active EE | $5,014 | $6,029-16.8% | $5,211-3.8% | $4,869+3.0% |
| Participant deferral / active EE | $18,249 | $6,958+162.3% | $6,282+190.5% | $5,287+245.2% |
| Admin fee / account holder | $1,947 | $11,765-83.5% | $9,324-79.1% | $10,132-80.8% |