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 | $191,490 | $117,841+62.5% | $102,423+87.0% | $145,922+31.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.87% | 31.65%-12.8pp | 29.32%-10.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,923 | $3,615-19.1% | $3,023-3.3% | $4,660-37.3% |
| Participant deferral / active EE | $6,287 | $5,731+9.7% | $5,053+24.4% | $6,688-6.0% |
| Admin fee / account holder | $19,203 | $13,326+44.1% | $9,451+103.2% | $13,397+43.3% |