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 | $179,010 | $98,240+82.2% | $82,313+117.5% | $147,584+21.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.41% | 30.85%-4.4pp | 25.88%+0.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $3,662 | $3,192+14.7% | $2,428+50.8% | $4,876-24.9% |
| Participant deferral / active EE | $6,263 | $4,383+42.9% | $3,706+69.0% | $5,439+15.2% |
| Admin fee / account holder | $13,476 | $8,563+57.4% | $5,608+140.3% | $10,885+23.8% |