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 | $149,443 | $74,927+99.5% | $101,794+46.8% | $84,808+76.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.59% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,162 | $1,522+370.6% | $2,289+212.9% | $2,631+172.2% |
| Participant deferral / active EE | $6,922 | $3,099+123.4% | $4,084+69.5% | $4,212+64.4% |
| Admin fee / account holder | $1,425 | $6,514-78.1% | $8,777-83.8% | $7,344-80.6% |