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 | $181,522 | $117,983+53.9% | $101,794+78.3% | $142,382+27.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.55% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,622 | $2,773-5.4% | $2,289+14.6% | $4,299-39.0% |
| Participant deferral / active EE | $7,144 | $4,714+51.6% | $4,084+74.9% | $6,507+9.8% |
| Admin fee / account holder | $24,768 | $10,433+137.4% | $8,777+182.2% | $12,624+96.2% |