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 | $148,247 | $64,348+130.4% | $90,160+64.4% | $70,131+111.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.94% | 28.13%-5.2pp | 34.88%-11.9pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,791 | $2,046+36.4% | $3,318-15.9% | $2,342+19.1% |
| Participant deferral / active EE | $6,942 | $4,389+58.2% | $5,288+31.3% | $3,332+108.3% |
| Admin fee / account holder | $1,047 | $3,944-73.5% | $5,943-82.4% | $4,645-77.5% |