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 | $140,888 | $95,266+47.9% | $82,389+71.0% | $142,382-1.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.21% | 25.74%-13.5pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,498 | $2,991-16.5% | $2,517-0.7% | $4,299-41.9% |
| Participant deferral / active EE | $9,552 | $4,809+98.6% | $4,155+129.9% | $6,507+46.8% |
| Admin fee / account holder | $6,632 | $8,563-22.6% | $7,231-8.3% | $12,624-47.5% |