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 | $162,301 | $80,968+100.5% | $96,544+68.1% | $75,163+115.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 34.57% | 27.06%+7.5pp | 25.84%+8.7pp | 160.62%-126.0pp |
| Employer contribution / active EE | $2,870 | $2,282+25.8% | $2,965-3.2% | $2,670+7.5% |
| Participant deferral / active EE | $4,093 | $3,928+4.2% | $4,851-15.6% | $4,125-0.8% |
| Admin fee / account holder | $1,363 | $6,724-79.7% | $8,252-83.5% | $5,651-75.9% |