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 | $212,606 | $104,664+103.1% | $85,682+148.1% | $167,490+26.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.15% | 21.45%-7.3pp | 21.49%-7.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,863 | $3,337-14.2% | $2,618+9.3% | $4,837-40.8% |
| Participant deferral / active EE | $6,417 | $4,824+33.0% | $3,923+63.6% | $6,341+1.2% |
| Admin fee / account holder | $1,842 | $10,032-81.6% | $6,873-73.2% | $12,309-85.0% |