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 | $161,221 | $93,571+72.3% | $135,903+18.6% | $75,163+114.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.25% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,673 | $3,537-24.4% | $4,856-45.0% | $2,670+0.1% |
| Participant deferral / active EE | $9,301 | $6,404+45.2% | $7,758+19.9% | $4,125+125.5% |
| Admin fee / account holder | $3,913 | $6,975-43.9% | $10,762-63.6% | $5,651-30.8% |