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 | $138,049 | $148,978-7.3% | $200,582-31.2% | $84,808+62.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.86% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $7,269 | $4,815+51.0% | $6,419+13.2% | $2,631+176.3% |
| Participant deferral / active EE | $5,001 | $7,142-30.0% | $9,331-46.4% | $4,212+18.7% |
| Admin fee / account holder | $13,566 | $13,977-2.9% | $16,305-16.8% | $7,344+84.7% |