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 | $122,370 | $58,512+109.1% | $84,015+45.7% | $72,985+67.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.48% | 28.93%-6.5pp | 71.31%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,522 | $1,163+202.8% | $1,983+77.5% | $2,440+44.3% |
| Participant deferral / active EE | $2,642 | $2,394+10.4% | $3,239-18.4% | $3,607-26.8% |
| Admin fee / account holder | $5,438 | $4,569+19.0% | $6,101-10.9% | $5,124+6.1% |