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 | $171,743 | $72,492+136.9% | $87,100+97.2% | $72,985+135.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.90% | 24.46%-0.6pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $7,112 | $1,894+275.5% | $2,521+182.1% | $2,440+191.5% |
| Participant deferral / active EE | $6,997 | $3,270+114.0% | $4,049+72.8% | $3,607+94.0% |
| Admin fee / account holder | $485 | $5,055-90.4% | $7,497-93.5% | $5,124-90.5% |