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 | $190,368 | $125,758+51.4% | $169,993+12.0% | $75,163+153.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.87% | 27.20%-8.3pp | 53.37%-34.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,493 | $4,615-24.3% | $6,785-48.5% | $2,670+30.8% |
| Participant deferral / active EE | $10,047 | $6,837+46.9% | $10,408-3.5% | $4,125+143.6% |
| Admin fee / account holder | $3,236 | $8,173-60.4% | $12,815-74.7% | $5,651-42.7% |