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 | $152,728 | $87,841+73.9% | $133,980+14.0% | $62,891+142.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 11.82% | 12.05%-0.2pp | 29.30%-17.5pp | 20.14%-8.3pp |
| Employer contribution / active EE | $3,520 | $3,483+1.1% | $5,211-32.5% | $2,281+54.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,699 | $5,371+117.8% | $9,324+25.5% | $4,296+172.3% |