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 | $193,989 | $124,425+55.9% | $112,040+73.1% | $137,256+41.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.23% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,877 | $3,411-15.7% | $2,954-2.6% | $4,156-30.8% |
| Participant deferral / active EE | $5,379 | $5,718-5.9% | $5,098+5.5% | $6,407-16.0% |
| Admin fee / account holder | $3,592 | $15,207-76.4% | $12,098-70.3% | $12,270-70.7% |