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 | $138,662 | $109,359+26.8% | $162,163-14.5% | $72,985+90.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.52% | 25.46%-5.9pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,444 | $3,907+13.7% | $5,614-20.8% | $2,440+82.2% |
| Participant deferral / active EE | $3,405 | $5,481-37.9% | $7,298-53.3% | $3,607-5.6% |
| Admin fee / account holder | $7,946 | $7,972-0.3% | $10,843-26.7% | $5,124+55.1% |