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 | $63,138 | $109,359-42.3% | $162,163-61.1% | $72,985-13.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.70% | 25.46%-0.8pp | 115.59%-90.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $4,435 | $3,907+13.5% | $5,614-21.0% | $2,440+81.8% |
| Participant deferral / active EE | $3,893 | $5,481-29.0% | $7,298-46.7% | $3,607+7.9% |
| Admin fee / account holder | $3,103 | $7,972-61.1% | $10,843-71.4% | $5,124-39.4% |