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 | $121,177 | $83,477+45.2% | $125,175-3.2% | $72,985+66.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.73% | 25.78%-7.1pp | 43.79%-25.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,959 | $2,345+26.2% | $3,865-23.5% | $2,440+21.3% |
| Participant deferral / active EE | $4,305 | $3,585+20.1% | $4,937-12.8% | $3,607+19.3% |
| Admin fee / account holder | $12,615 | $5,517+128.6% | $9,702+30.0% | $5,124+146.2% |