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 | $148,238 | $106,515+39.2% | $96,683+53.3% | $139,434+6.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.46% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,091 | $4,103+24.1% | $3,737+36.2% | $4,751+7.2% |
| Participant deferral / active EE | $15,399 | $5,454+182.4% | $4,878+215.7% | $6,710+129.5% |
| Admin fee / account holder | $2,115 | $7,877-73.2% | $6,730-68.6% | $11,403-81.5% |