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 | $175,226 | $123,793+41.5% | $177,821-1.5% | $79,858+119.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 40.26% | 22.82%+17.4pp | 48.32%-8.1pp | 31.71%+8.5pp |
| Employer contribution / active EE | $3,232 | $4,095-21.1% | $5,918-45.4% | $2,471+30.8% |
| Participant deferral / active EE | $10,721 | $5,956+80.0% | $7,714+39.0% | $3,740+186.7% |
| Admin fee / account holder | $4,408 | $7,243-39.1% | $12,427-64.5% | $5,306-16.9% |