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 7-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 | $100,607 | $80,717+24.6% | $154,803-35.0% | $84,808+18.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.18% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,032 | $2,761-26.4% | $4,305-52.8% | $2,631-22.8% |
| Participant deferral / active EE | $5,717 | $3,303+73.1% | $5,540+3.2% | $4,212+35.8% |
| Admin fee / account holder | $6,627 | $6,746-1.8% | $14,329-53.8% | $7,344-9.8% |