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 | $140,110 | $73,933+89.5% | $96,683+44.9% | $75,163+86.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 24.42% | 26.70%-2.3pp | 35.69%-11.3pp | 160.62%-136.2pp |
| Employer contribution / active EE | $3,250 | $2,928+11.0% | $3,737-13.0% | $2,670+21.8% |
| Participant deferral / active EE | $2,764 | $3,659-24.4% | $4,878-43.3% | $4,125-33.0% |
| Admin fee / account holder | $1,562 | $5,216-70.1% | $6,730-76.8% | $5,651-72.4% |