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 | $176,132 | $125,758+40.1% | $169,993+3.6% | $75,163+134.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.27% | 27.20%-4.9pp | 53.37%-31.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,502 | $4,615-24.1% | $6,785-48.4% | $2,670+31.2% |
| Participant deferral / active EE | $11,766 | $6,837+72.1% | $10,408+13.1% | $4,125+185.2% |
| Admin fee / account holder | $3,315 | $8,173-59.4% | $12,815-74.1% | $5,651-41.3% |