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 | $182,240 | $93,571+94.8% | $135,903+34.1% | $75,163+142.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.36% | 30.90%-7.5pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $3,193 | $3,537-9.7% | $4,856-34.3% | $2,670+19.6% |
| Participant deferral / active EE | $10,789 | $6,404+68.5% | $7,758+39.1% | $4,125+161.6% |
| Admin fee / account holder | $5,477 | $6,975-21.5% | $10,762-49.1% | $5,651-3.1% |