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 | $192,796 | $98,240+96.3% | $82,313+134.2% | $147,584+30.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.48% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,489 | $3,192-22.0% | $2,428+2.5% | $4,876-49.0% |
| Participant deferral / active EE | $2,588 | $4,383-41.0% | $3,706-30.2% | $5,439-52.4% |
| Admin fee / account holder | $5,256 | $8,563-38.6% | $5,608-6.3% | $10,885-51.7% |