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 | $152,614 | $148,978+2.4% | $200,582-23.9% | $84,808+80.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.92% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,413 | $4,815-29.1% | $6,419-46.8% | $2,631+29.7% |
| Participant deferral / active EE | $12,299 | $7,142+72.2% | $9,331+31.8% | $4,212+192.0% |
| Admin fee / account holder | $2,493 | $13,977-82.2% | $16,305-84.7% | $7,344-66.0% |