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 | $112,210 | $72,492+54.8% | $87,100+28.8% | $72,985+53.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.82% | 24.46%-5.6pp | 28.19%-9.4pp | 81.00%-62.2pp |
| Employer contribution / active EE | $4,326 | $1,894+128.4% | $2,521+71.6% | $2,440+77.3% |
| Participant deferral / active EE | $5,456 | $3,270+66.9% | $4,049+34.8% | $3,607+51.3% |
| Admin fee / account holder | $13,410 | $5,055+165.3% | $7,497+78.9% | $5,124+161.7% |