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 | $113,810 | $58,512+94.5% | $84,015+35.5% | $72,985+55.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.62% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $9,125 | $1,163+684.6% | $1,983+360.1% | $2,440+274.0% |
| Participant deferral / active EE | $2,517 | $2,394+5.2% | $3,239-22.3% | $3,607-30.2% |
| Admin fee / account holder | $1,294 | $4,569-71.7% | $6,101-78.8% | $5,124-74.7% |