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 | $171,434 | $109,881+56.0% | $150,045+14.3% | $84,808+102.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.93% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,061 | $3,561-14.0% | $4,693-34.8% | $2,631+16.3% |
| Participant deferral / active EE | $6,871 | $6,636+3.5% | $7,997-14.1% | $4,212+63.1% |
| Admin fee / account holder | $1,846 | $8,568-78.5% | $13,435-86.3% | $7,344-74.9% |