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 | $187,346 | $118,450+58.2% | $98,439+90.3% | $139,434+34.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.52% | 18.94%-0.4pp | 21.16%-2.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $8,105 | $3,609+124.5% | $3,048+165.9% | $4,751+70.6% |
| Participant deferral / active EE | $5,431 | $5,392+0.7% | $4,738+14.6% | $6,710-19.1% |
| Admin fee / account holder | $9,519 | $14,026-32.1% | $8,948+6.4% | $11,403-16.5% |