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 | $178,452 | $93,571+90.7% | $135,903+31.3% | $75,163+137.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.50% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $3,088 | $3,537-12.7% | $4,856-36.4% | $2,670+15.6% |
| Participant deferral / active EE | $6,480 | $6,404+1.2% | $7,758-16.5% | $4,125+57.1% |
| Admin fee / account holder | $7,582 | $6,975+8.7% | $10,762-29.6% | $5,651+34.2% |