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 | $246,665 | $123,793+99.3% | $177,821+38.7% | $79,858+208.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.67% | 22.82%-11.1pp | 48.32%-36.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,906 | $4,095-4.6% | $5,918-34.0% | $2,471+58.1% |
| Participant deferral / active EE | $9,028 | $5,956+51.6% | $7,714+17.0% | $3,740+141.4% |
| Admin fee / account holder | $6,282 | $7,243-13.3% | $12,427-49.4% | $5,306+18.4% |