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 | $132,735 | $83,477+59.0% | $125,175+6.0% | $72,985+81.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.79% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $5,737 | $2,345+144.6% | $3,865+48.4% | $2,440+135.2% |
| Participant deferral / active EE | $6,351 | $3,585+77.1% | $4,937+28.6% | $3,607+76.0% |
| Admin fee / account holder | $2,125 | $5,517-61.5% | $9,702-78.1% | $5,124-58.5% |