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 | $223,174 | $91,037+145.1% | $71,671+211.4% | $147,584+51.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.20% | 20.48%-6.3pp | 20.65%-6.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,310 | $3,327-0.5% | $2,460+34.6% | $4,876-32.1% |
| Participant deferral / active EE | $11,373 | $4,498+152.8% | $3,438+230.8% | $5,439+109.1% |
| Admin fee / account holder | $1,567 | $8,613-81.8% | $5,558-71.8% | $10,885-85.6% |