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 | $164,748 | $93,571+76.1% | $135,903+21.2% | $75,163+119.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.44% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,655 | $3,537+3.3% | $4,856-24.7% | $2,670+36.9% |
| Participant deferral / active EE | $12,377 | $6,404+93.3% | $7,758+59.5% | $4,125+200.0% |
| Admin fee / account holder | $437 | $6,975-93.7% | $10,762-95.9% | $5,651-92.3% |