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 | $118,486 | $101,724+16.5% | $164,813-28.1% | $80,856+46.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.08% | 16.72%+6.4pp | 69.93%-46.8pp | 35.59%-12.5pp |
| Employer contribution / active EE | $3,163 | $2,953+7.1% | $4,341-27.1% | $2,755+14.8% |
| Participant deferral / active EE | $7,624 | $4,477+70.3% | $6,031+26.4% | $4,296+77.5% |
| Admin fee / account holder | $5,488 | $8,227-33.3% | $12,690-56.8% | $6,918-20.7% |