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 | $156,402 | $125,758+24.4% | $169,993-8.0% | $75,163+108.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.91% | 27.20%-9.3pp | 53.37%-35.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,016 | $4,615+8.7% | $6,785-26.1% | $2,670+87.9% |
| Participant deferral / active EE | $8,258 | $6,837+20.8% | $10,408-20.7% | $4,125+100.2% |
| Admin fee / account holder | $18,000 | $8,173+120.2% | $12,815+40.5% | $5,651+218.5% |