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 | $194,127 | $69,515+179.3% | $86,874+123.5% | $85,850+126.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.19% | 20.12%-8.9pp | 63.52%-52.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,698 | $1,880-9.7% | $2,495-32.0% | $2,565-33.8% |
| Participant deferral / active EE | $10,504 | $2,919+259.8% | $3,699+184.0% | $3,952+165.8% |
| Admin fee / account holder | $3,537 | $5,972-40.8% | $5,828-39.3% | $6,260-43.5% |