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 | $165,121 | $94,625+74.5% | $116,228+42.1% | $84,808+94.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.66% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,904 | $2,347-18.9% | $2,994-36.4% | $2,631-27.6% |
| Participant deferral / active EE | $5,044 | $3,972+27.0% | $4,953+1.8% | $4,212+19.8% |
| Admin fee / account holder | $2,053 | $10,091-79.7% | $11,989-82.9% | $7,344-72.0% |