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 | $220,712 | $109,881+100.9% | $150,045+47.1% | $84,808+160.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,137 | $3,561-11.9% | $4,693-33.2% | $2,631+19.2% |
| Participant deferral / active EE | $8,606 | $6,636+29.7% | $7,997+7.6% | $4,212+104.3% |
| Admin fee / account holder | $34,992 | $8,568+308.4% | $13,435+160.5% | $7,344+376.5% |