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 | $128,364 | $58,512+119.4% | $84,015+52.8% | $72,985+75.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.90% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,684 | $1,163+130.8% | $1,983+35.3% | $2,440+10.0% |
| Participant deferral / active EE | $2,333 | $2,394-2.5% | $3,239-28.0% | $3,607-35.3% |
| Admin fee / account holder | $2,260 | $4,569-50.5% | $6,101-62.9% | $5,124-55.9% |