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 | $197,493 | $123,793+59.5% | $177,821+11.1% | $79,858+147.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.27% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,424 | $4,095+32.4% | $5,918-8.4% | $2,471+119.5% |
| Participant deferral / active EE | $8,478 | $5,956+42.3% | $7,714+9.9% | $3,740+126.7% |
| Admin fee / account holder | $15,852 | $7,243+118.9% | $12,427+27.6% | $5,306+198.7% |