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 | $183,418 | $127,065+44.3% | $113,168+62.1% | $142,382+28.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.42% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,486 | $3,442+1.3% | $2,975+17.2% | $4,299-18.9% |
| Participant deferral / active EE | $7,059 | $5,716+23.5% | $5,107+38.2% | $6,507+8.5% |
| Admin fee / account holder | $4,109 | $15,736-73.9% | $12,068-66.0% | $12,624-67.5% |