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 | $235,122 | $128,603+82.8% | $197,124+19.3% | $67,986+245.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 86.7%+2.2pp | 57.2%+31.7pp |
| Annual return | 19.00% | 23.77%-4.8pp | 44.34%-25.3pp | 31.67%-12.7pp |
| Employer contribution / active EE | $4,733 | $4,379+8.1% | $6,227-24.0% | $2,019+134.4% |
| Participant deferral / active EE | $13,939 | $6,840+103.8% | $9,135+52.6% | $3,358+315.1% |
| Admin fee / account holder | $2,969 | $3,035-2.2% | $16,298-81.8% | $3,203-7.3% |