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 5-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 | $185,521 | $148,978+24.5% | $200,582-7.5% | $84,808+118.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.50% | 28.16%-13.7pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,863 | $4,815-40.5% | $6,419-55.4% | $2,631+8.8% |
| Participant deferral / active EE | $6,430 | $7,142-10.0% | $9,331-31.1% | $4,212+52.7% |
| Admin fee / account holder | $5,332 | $13,977-61.9% | $16,305-67.3% | $7,344-27.4% |