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 | $238,460 | $125,758+89.6% | $169,993+40.3% | $75,163+217.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.78% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,651 | $4,615-20.9% | $6,785-46.2% | $2,670+36.7% |
| Participant deferral / active EE | $12,271 | $6,837+79.5% | $10,408+17.9% | $4,125+197.5% |
| Admin fee / account holder | $9,432 | $8,173+15.4% | $12,815-26.4% | $5,651+66.9% |