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 | $189,532 | $109,881+72.5% | $150,045+26.3% | $84,808+123.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,651 | $3,561+2.5% | $4,693-22.2% | $2,631+38.8% |
| Participant deferral / active EE | $12,157 | $6,636+83.2% | $7,997+52.0% | $4,212+188.6% |
| Admin fee / account holder | $10,948 | $8,568+27.8% | $13,435-18.5% | $7,344+49.1% |