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 | $142,194 | $109,359+30.0% | $162,163-12.3% | $72,985+94.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.20% | 25.46%-7.3pp | 115.59%-97.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,976 | $3,907+1.8% | $5,614-29.2% | $2,440+63.0% |
| Participant deferral / active EE | $6,216 | $5,481+13.4% | $7,298-14.8% | $3,607+72.3% |
| Admin fee / account holder | $14,796 | $7,972+85.6% | $10,843+36.5% | $5,124+188.7% |