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 | $221,183 | $135,952+62.7% | $123,892+78.5% | $273,961-19.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.35% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,238 | $5,170-37.4% | $4,617-29.9% | $4,869-33.5% |
| Participant deferral / active EE | $2,050 | $6,343-67.7% | $5,984-65.7% | $5,287-61.2% |
| Admin fee / account holder | $4,218 | $9,817-57.0% | $8,357-49.5% | $10,132-58.4% |