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 | $241,003 | $125,758+91.6% | $169,993+41.8% | $75,163+220.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.11% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,158 | $4,615-9.9% | $6,785-38.7% | $2,670+55.7% |
| Participant deferral / active EE | $10,097 | $6,837+47.7% | $10,408-3.0% | $4,125+144.8% |
| Admin fee / account holder | $2,572 | $8,173-68.5% | $12,815-79.9% | $5,651-54.5% |