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 | $146,710 | $80,717+81.8% | $154,803-5.2% | $84,808+73.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.11% | 37.96%-20.8pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,757 | $2,761+108.5% | $4,305+33.7% | $2,631+118.8% |
| Participant deferral / active EE | $6,802 | $3,303+105.9% | $5,540+22.8% | $4,212+61.5% |
| Admin fee / account holder | $2,527 | $6,746-62.5% | $14,329-82.4% | $7,344-65.6% |