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 | $163,745 | $72,492+125.9% | $87,100+88.0% | $72,985+124.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.24% | 24.46%-8.2pp | 28.19%-11.9pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,386 | $1,894+78.8% | $2,521+34.3% | $2,440+38.8% |
| Participant deferral / active EE | $4,568 | $3,270+39.7% | $4,049+12.8% | $3,607+26.6% |
| Admin fee / account holder | $4,498 | $5,055-11.0% | $7,497-40.0% | $5,124-12.2% |