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 | $177,688 | $58,512+203.7% | $84,015+111.5% | $72,985+143.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.40% | 28.93%-6.5pp | 71.31%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,776 | $1,163+224.7% | $1,983+90.4% | $2,440+54.8% |
| Participant deferral / active EE | $6,236 | $2,394+160.5% | $3,239+92.6% | $3,607+72.9% |
| Admin fee / account holder | $530 | $4,569-88.4% | $6,101-91.3% | $5,124-89.7% |