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 | $186,236 | $106,515+74.8% | $96,683+92.6% | $139,434+33.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.32% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,429 | $4,103-40.8% | $3,737-35.0% | $4,751-48.9% |
| Participant deferral / active EE | $8,432 | $5,454+54.6% | $4,878+72.9% | $6,710+25.7% |
| Admin fee / account holder | $9,022 | $7,877+14.5% | $6,730+34.1% | $11,403-20.9% |