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 | $181,568 | $72,492+150.5% | $87,100+108.5% | $72,985+148.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.04% | 24.46%-8.4pp | 28.19%-12.1pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,867 | $1,894-1.4% | $2,521-26.0% | $2,440-23.5% |
| Participant deferral / active EE | $6,779 | $3,270+107.3% | $4,049+67.4% | $3,607+87.9% |
| Admin fee / account holder | $15,945 | $5,055+215.4% | $7,497+112.7% | $5,124+211.2% |