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 | $118,010 | $67,411+75.1% | $91,001+29.7% | $70,131+68.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.74% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,723 | $1,786+52.5% | $2,456+10.9% | $2,342+16.3% |
| Participant deferral / active EE | $5,986 | $2,823+112.1% | $3,547+68.7% | $3,332+79.7% |
| Admin fee / account holder | $2,545 | $4,236-39.9% | $5,417-53.0% | $4,645-45.2% |