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 | $152,279 | $148,978+2.2% | $200,582-24.1% | $84,808+79.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.49% | 28.16%-8.7pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $7,723 | $4,815+60.4% | $6,419+20.3% | $2,631+193.5% |
| Participant deferral / active EE | $19,778 | $7,142+176.9% | $9,331+112.0% | $4,212+369.6% |
| Admin fee / account holder | $9,814 | $13,977-29.8% | $16,305-39.8% | $7,344+33.6% |