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 | $171,382 | $80,717+112.3% | $154,803+10.7% | $84,808+102.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.57% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,813 | $2,761+1.9% | $4,305-34.7% | $2,631+6.9% |
| Participant deferral / active EE | $5,080 | $3,303+53.8% | $5,540-8.3% | $4,212+20.6% |
| Admin fee / account holder | $11,547 | $6,746+71.2% | $14,329-19.4% | $7,344+57.2% |