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 | $234,495 | $115,882+102.4% | $100,516+133.3% | $158,922+47.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.55% | 34.79%-6.2pp | 30.89%-2.3pp | 302.83%-274.3pp |
| Employer contribution / active EE | $2,948 | $4,103-28.2% | $3,418-13.8% | $4,761-38.1% |
| Participant deferral / active EE | $6,591 | $6,674-1.3% | $6,270+5.1% | $5,982+10.2% |
| Admin fee / account holder | $1,004 | $10,995-90.9% | $8,081-87.6% | $11,246-91.1% |