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 | $152,769 | $109,413+39.6% | $156,263-2.2% | $84,808+80.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.44% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,981 | $2,907+2.6% | $4,333-31.2% | $2,631+13.3% |
| Participant deferral / active EE | $5,115 | $4,590+11.5% | $6,158-16.9% | $4,212+21.5% |
| Admin fee / account holder | $1,271 | $9,357-86.4% | $14,255-91.1% | $7,344-82.7% |