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 | $143,640 | $109,413+31.3% | $156,263-8.1% | $84,808+69.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.83% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,746 | $2,907+28.9% | $4,333-13.5% | $2,631+42.4% |
| Participant deferral / active EE | $5,644 | $4,590+23.0% | $6,158-8.4% | $4,212+34.0% |
| Admin fee / account holder | $2,408 | $9,357-74.3% | $14,255-83.1% | $7,344-67.2% |