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 | $86,214 | $72,492+18.9% | $87,100-1.0% | $72,985+18.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.32% | 24.46%-5.1pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $3,216 | $1,894+69.8% | $2,521+27.5% | $2,440+31.8% |
| Participant deferral / active EE | $5,488 | $3,270+67.9% | $4,049+35.6% | $3,607+52.1% |
| Admin fee / account holder | $1,089 | $5,055-78.4% | $7,497-85.5% | $5,124-78.7% |