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 | $173,953 | $92,985+87.1% | $153,485+13.3% | $80,856+115.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.80% | 19.95%-8.1pp | 15.65%-3.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,965 | $3,507-15.5% | $5,039-41.2% | $2,755+7.6% |
| Participant deferral / active EE | $6,576 | $5,178+27.0% | $6,757-2.7% | $4,296+53.1% |
| Admin fee / account holder | $12,960 | $8,880+45.9% | $12,724+1.9% | $6,918+87.3% |