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 | $155,984 | $95,803+62.8% | $113,168+37.8% | $84,808+83.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.74% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,140 | $2,360-9.3% | $2,975-28.1% | $2,631-18.7% |
| Participant deferral / active EE | $5,906 | $4,242+39.2% | $5,107+15.7% | $4,212+40.2% |
| Admin fee / account holder | $7,363 | $8,989-18.1% | $12,068-39.0% | $7,344+0.3% |