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 | $158,711 | $70,475+125.2% | $100,516+57.9% | $79,858+98.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.38% | 21.90%-6.5pp | 30.89%-15.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,021 | $2,165+39.6% | $3,418-11.6% | $2,471+22.3% |
| Participant deferral / active EE | $7,687 | $5,181+48.4% | $6,270+22.6% | $3,740+105.5% |
| Admin fee / account holder | $1,754 | $4,478-60.8% | $8,081-78.3% | $5,306-66.9% |