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 | $213,400 | $45,073+373.5% | $69,455+207.2% | $72,985+192.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.58% | 22.65%-9.1pp | 28.97%-15.4pp | 81.00%-67.4pp |
| Employer contribution / active EE | $3,351 | $2,054+63.2% | $2,779+20.6% | $2,440+37.4% |
| Participant deferral / active EE | $4,779 | $2,602+83.7% | $3,535+35.2% | $3,607+32.5% |
| Admin fee / account holder | $44,745 | $3,056+1364.4% | $3,839+1065.4% | $5,124+773.2% |