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 | $159,996 | $125,758+27.2% | $169,993-5.9% | $75,163+112.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 27.65% | 27.20%+0.4pp | 53.37%-25.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $3,971 | $4,615-13.9% | $6,785-41.5% | $2,670+48.7% |
| Participant deferral / active EE | $11,106 | $6,837+62.4% | $10,408+6.7% | $4,125+169.2% |
| Admin fee / account holder | $32,047 | $8,173+292.1% | $12,815+150.1% | $5,651+467.1% |