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 | $187,774 | $93,571+100.7% | $135,903+38.2% | $75,163+149.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.94% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,785 | $3,537+35.3% | $4,856-1.5% | $2,670+79.2% |
| Participant deferral / active EE | $10,234 | $6,404+59.8% | $7,758+31.9% | $4,125+148.1% |
| Admin fee / account holder | $2,557 | $6,975-63.3% | $10,762-76.2% | $5,651-54.8% |