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 | $164,821 | $95,803+72.0% | $113,168+45.6% | $84,808+94.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.35% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $8,239 | $2,360+249.1% | $2,975+176.9% | $2,631+213.2% |
| Participant deferral / active EE | $6,385 | $4,242+50.5% | $5,107+25.0% | $4,212+51.6% |
| Admin fee / account holder | $6,551 | $8,989-27.1% | $12,068-45.7% | $7,344-10.8% |