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 | $122,029 | $60,349+102.2% | $74,183+64.5% | $62,891+94.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.39% | 21.37%-14.0pp | 17.74%-10.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,546 | $1,680+111.1% | $2,370+49.6% | $2,281+55.5% |
| Participant deferral / active EE | $4,062 | $2,856+42.2% | $3,550+14.4% | $3,203+26.8% |
| Admin fee / account holder | $4,965 | $4,261+16.5% | $5,586-11.1% | $4,296+15.6% |