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 7-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 | $185,416 | $148,978+24.5% | $200,582-7.6% | $84,808+118.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.51% | 28.16%-10.7pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $10,530 | $4,815+118.7% | $6,419+64.0% | $2,631+300.2% |
| Participant deferral / active EE | $11,699 | $7,142+63.8% | $9,331+25.4% | $4,212+177.8% |
| Admin fee / account holder | $1,073 | $13,977-92.3% | $16,305-93.4% | $7,344-85.4% |