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 | $145,648 | $95,803+52.0% | $113,168+28.7% | $84,808+71.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.56% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,531 | $2,360+7.3% | $2,975-14.9% | $2,631-3.8% |
| Participant deferral / active EE | $5,060 | $4,242+19.3% | $5,107-0.9% | $4,212+20.1% |
| Admin fee / account holder | $2,766 | $8,989-69.2% | $12,068-77.1% | $7,344-62.3% |