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 | $215,366 | $117,841+82.8% | $102,423+110.3% | $145,922+47.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 11.52% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,434 | $3,615-32.7% | $3,023-19.5% | $4,660-47.8% |
| Participant deferral / active EE | $7,424 | $5,731+29.5% | $5,053+46.9% | $6,688+11.0% |
| Admin fee / account holder | $13,233 | $13,326-0.7% | $9,451+40.0% | $13,397-1.2% |