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 6-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 | $201,023 | $117,983+70.4% | $101,794+97.5% | $142,382+41.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.02% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,433 | $2,773+23.8% | $2,289+50.0% | $4,299-20.1% |
| Participant deferral / active EE | $10,675 | $4,714+126.5% | $4,084+161.4% | $6,507+64.0% |
| Admin fee / account holder | $1,518 | $10,433-85.4% | $8,777-82.7% | $12,624-88.0% |