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 | $212,314 | $123,793+71.5% | $177,821+19.4% | $79,858+165.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.26% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,637 | $4,095-11.2% | $5,918-38.6% | $2,471+47.2% |
| Participant deferral / active EE | $7,885 | $5,956+32.4% | $7,714+2.2% | $3,740+110.8% |
| Admin fee / account holder | $1,512 | $7,243-79.1% | $12,427-87.8% | $5,306-71.5% |