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 | $197,171 | $106,749+84.7% | $145,433+35.6% | $82,448+139.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,588 | $3,444+4.2% | $4,554-21.2% | $2,551+40.7% |
| Participant deferral / active EE | $5,335 | $6,519-18.2% | $7,897-32.4% | $4,139+28.9% |
| Admin fee / account holder | $2,224 | $8,390-73.5% | $13,129-83.1% | $7,234-69.3% |