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 | $165,322 | $211,958-22.0% | $169,463-2.4% | $135,375+22.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 14.24% | 3.26%+11.0pp | 1.83%+12.4pp | 519.73%-505.5pp |
| Employer contribution / active EE | $2,386 | $5,120-53.4% | $4,159-42.6% | $4,779-50.1% |
| Participant deferral / active EE | $6,151 | $6,075+1.3% | $5,277+16.6% | $5,609+9.7% |
| Admin fee / account holder | $60,581 | $11,471+428.1% | $9,109+565.1% | $10,827+459.5% |