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 | $152,803 | $148,978+2.6% | $200,582-23.8% | $84,808+80.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.70% | 28.16%-10.5pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,097 | $4,815-14.9% | $6,419-36.2% | $2,631+55.7% |
| Participant deferral / active EE | $9,744 | $7,142+36.4% | $9,331+4.4% | $4,212+131.4% |
| Admin fee / account holder | $2,190 | $13,977-84.3% | $16,305-86.6% | $7,344-70.2% |