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 | $138,806 | $72,012+92.8% | $185,823-25.3% | $79,858+73.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 17.87% | 23.12%-5.3pp | 35.95%-18.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $13,420 | $1,965+583.1% | $4,087+228.3% | $2,471+443.1% |
| Participant deferral / active EE | $16,321 | $3,779+331.9% | $5,632+189.8% | $3,740+336.4% |
| Admin fee / account holder | $3,571 | $4,513-20.9% | $9,500-62.4% | $5,306-32.7% |