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 | $159,953 | $109,881+45.6% | $150,045+6.6% | $84,808+88.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.92% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,360 | $3,561-61.8% | $4,693-71.0% | $2,631-48.3% |
| Participant deferral / active EE | $3,566 | $6,636-46.3% | $7,997-55.4% | $4,212-15.3% |
| Admin fee / account holder | $8,245 | $8,568-3.8% | $13,435-38.6% | $7,344+12.3% |