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 | $159,465 | $99,985+59.5% | $146,665+8.7% | $85,850+85.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.04% | 18.93%+0.1pp | 22.74%-3.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $3,669 | $2,559+43.4% | $4,136-11.3% | $2,565+43.1% |
| Participant deferral / active EE | $6,488 | $4,006+62.0% | $5,506+17.8% | $3,952+64.2% |
| Admin fee / account holder | $1,740 | $7,702-77.4% | $10,280-83.1% | $6,260-72.2% |