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 | $214,031 | $115,882+84.7% | $100,516+112.9% | $158,922+34.7% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 26.54% | 34.79%-8.2pp | 30.89%-4.3pp | 302.83%-276.3pp |
| Employer contribution / active EE | $3,864 | $4,103-5.8% | $3,418+13.1% | $4,761-18.8% |
| Participant deferral / active EE | $7,724 | $6,674+15.7% | $6,270+23.2% | $5,982+29.1% |
| Admin fee / account holder | $1,582 | $10,995-85.6% | $8,081-80.4% | $11,246-85.9% |