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 | $146,840 | $109,881+33.6% | $150,045-2.1% | $84,808+73.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.94% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,057 | $3,561-14.1% | $4,693-34.9% | $2,631+16.2% |
| Participant deferral / active EE | $7,927 | $6,636+19.5% | $7,997-0.9% | $4,212+88.2% |
| Admin fee / account holder | $2,580 | $8,568-69.9% | $13,435-80.8% | $7,344-64.9% |