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 | $149,826 | $98,240+52.5% | $82,313+82.0% | $147,584+1.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.50% | 30.85%-21.4pp | 25.88%-16.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,977 | $3,192-6.7% | $2,428+22.6% | $4,876-39.0% |
| Participant deferral / active EE | $5,154 | $4,383+17.6% | $3,706+39.1% | $5,439-5.2% |
| Admin fee / account holder | $16,686 | $8,563+94.9% | $5,608+197.5% | $10,885+53.3% |