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 | $123,358 | $54,762+125.3% | $90,281+36.6% | $72,985+69.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.90% | 30.63%-13.7pp | 78.10%-61.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $4,084 | $2,092+95.2% | $2,854+43.1% | $2,440+67.4% |
| Participant deferral / active EE | $7,083 | $2,887+145.3% | $3,885+82.3% | $3,607+96.3% |
| Admin fee / account holder | $2,557 | $3,972-35.6% | $5,351-52.2% | $5,124-50.1% |