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 | $184,302 | $99,985+84.3% | $146,665+25.7% | $85,850+114.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.08% | 18.93%-1.9pp | 22.74%-5.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,454 | $2,559-43.2% | $4,136-64.8% | $2,565-43.3% |
| Participant deferral / active EE | $4,310 | $4,006+7.6% | $5,506-21.7% | $3,952+9.1% |
| Admin fee / account holder | $4,937 | $7,702-35.9% | $10,280-52.0% | $6,260-21.1% |