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 | $139,121 | $89,355+55.7% | $141,162-1.4% | $72,985+90.6% |
| Participation rate | 90.4% | 75.1%+15.3pp | 82.5%+7.9pp | 69.5%+20.9pp |
| Annual return | 23.77% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $3,113 | $3,114-0.1% | $4,735-34.3% | $2,440+27.6% |
| Participant deferral / active EE | $10,467 | $5,418+93.2% | $6,709+56.0% | $3,607+190.2% |
| Admin fee / account holder | $5,065 | $5,958-15.0% | $10,261-50.6% | $5,124-1.1% |