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 | $155,963 | $83,477+86.8% | $125,175+24.6% | $72,985+113.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.60% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,163 | $2,345-7.8% | $3,865-44.0% | $2,440-11.4% |
| Participant deferral / active EE | $5,008 | $3,585+39.7% | $4,937+1.4% | $3,607+38.8% |
| Admin fee / account holder | $12,786 | $5,517+131.7% | $9,702+31.8% | $5,124+149.5% |