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 | $122,001 | $85,766+42.2% | $136,294-10.5% | $70,131+74.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.00% | 31.45%-12.5pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,078 | $2,966+3.8% | $4,695-34.4% | $2,342+31.4% |
| Participant deferral / active EE | $7,327 | $5,051+45.1% | $6,247+17.3% | $3,332+119.9% |
| Admin fee / account holder | $3,945 | $5,420-27.2% | $9,243-57.3% | $4,645-15.1% |