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 | $181,365 | $105,859+71.3% | $90,160+101.2% | $147,584+22.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.72% | 37.63%-20.9pp | 34.88%-18.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $8,724 | $4,126+111.4% | $3,318+162.9% | $4,876+78.9% |
| Participant deferral / active EE | $8,496 | $5,733+48.2% | $5,288+60.7% | $5,439+56.2% |
| Admin fee / account holder | $5,516 | $8,046-31.4% | $5,943-7.2% | $10,885-49.3% |