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 | $175,702 | $109,881+59.9% | $150,045+17.1% | $84,808+107.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.75% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,665 | $3,561+2.9% | $4,693-21.9% | $2,631+39.3% |
| Participant deferral / active EE | $8,252 | $6,636+24.4% | $7,997+3.2% | $4,212+95.9% |
| Admin fee / account holder | $8,843 | $8,568+3.2% | $13,435-34.2% | $7,344+20.4% |