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 | $183,265 | $123,793+48.0% | $177,821+3.1% | $79,858+129.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.35% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $6,332 | $4,095+54.6% | $5,918+7.0% | $2,471+156.3% |
| Participant deferral / active EE | $5,404 | $5,956-9.3% | $7,714-29.9% | $3,740+44.5% |
| Admin fee / account holder | $2,180 | $7,243-69.9% | $12,427-82.5% | $5,306-58.9% |