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 | $156,345 | $95,453+63.8% | $112,040+39.5% | $82,448+89.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.63% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,203 | $2,318+81.3% | $2,954+42.3% | $2,551+64.8% |
| Participant deferral / active EE | $6,377 | $4,224+51.0% | $5,098+25.1% | $4,139+54.1% |
| Admin fee / account holder | $8,170 | $9,013-9.4% | $12,098-32.5% | $7,234+12.9% |