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 | $143,546 | $109,359+31.3% | $162,163-11.5% | $72,985+96.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 28.27% | 25.46%+2.8pp | 115.59%-87.3pp | 81.00%-52.7pp |
| Employer contribution / active EE | $3,564 | $3,907-8.8% | $5,614-36.5% | $2,440+46.1% |
| Participant deferral / active EE | $10,148 | $5,481+85.1% | $7,298+39.1% | $3,607+181.3% |
| Admin fee / account holder | $4,115 | $7,972-48.4% | $10,843-62.0% | $5,124-19.7% |