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 | $172,949 | $95,803+80.5% | $113,168+52.8% | $84,808+103.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.40% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,500 | $2,360+5.9% | $2,975-16.0% | $2,631-5.0% |
| Participant deferral / active EE | $5,923 | $4,242+39.6% | $5,107+16.0% | $4,212+40.6% |
| Admin fee / account holder | $5,384 | $8,989-40.1% | $12,068-55.4% | $7,344-26.7% |