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 | $241,448 | $85,022+184.0% | $70,515+242.4% | $139,434+73.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.49% | 30.38%-17.9pp | 32.77%-20.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,440 | $3,909-63.2% | $2,973-51.6% | $4,751-69.7% |
| Participant deferral / active EE | $3,420 | $5,890-41.9% | $4,567-25.1% | $6,710-49.0% |
| Admin fee / account holder | $2,413 | $8,906-72.9% | $6,412-62.4% | $11,403-78.8% |