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 | $181,727 | $146,267+24.2% | $197,124-7.8% | $82,448+120.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.50% | 29.61%-10.1pp | 44.34%-24.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $7,374 | $4,723+56.1% | $6,227+18.4% | $2,551+189.1% |
| Participant deferral / active EE | $5,074 | $7,035-27.9% | $9,135-44.4% | $4,139+22.6% |
| Admin fee / account holder | $1,174 | $14,422-91.9% | $16,298-92.8% | $7,234-83.8% |