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 | $227,340 | $148,978+52.6% | $200,582+13.3% | $84,808+168.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.00% | 28.16%-9.2pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,161 | $4,815-13.6% | $6,419-35.2% | $2,631+58.2% |
| Participant deferral / active EE | $11,363 | $7,142+59.1% | $9,331+21.8% | $4,212+169.8% |
| Admin fee / account holder | $21,970 | $13,977+57.2% | $16,305+34.7% | $7,344+199.2% |