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 | $178,357 | $125,758+41.8% | $169,993+4.9% | $75,163+137.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.22% | 27.20%-9.0pp | 53.37%-35.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,923 | $4,615-15.0% | $6,785-42.2% | $2,670+46.9% |
| Participant deferral / active EE | $7,526 | $6,837+10.1% | $10,408-27.7% | $4,125+82.4% |
| Admin fee / account holder | $1,023 | $8,173-87.5% | $12,815-92.0% | $5,651-81.9% |