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 | $187,967 | $148,978+26.2% | $200,582-6.3% | $84,808+121.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.07% | 28.16%-9.1pp | 42.33%-23.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,960 | $4,815-17.8% | $6,419-38.3% | $2,631+50.5% |
| Participant deferral / active EE | $7,689 | $7,142+7.7% | $9,331-17.6% | $4,212+82.6% |
| Admin fee / account holder | $6,219 | $13,977-55.5% | $16,305-61.9% | $7,344-15.3% |