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 | $236,707 | $140,940+67.9% | $112,229+110.9% | $139,434+69.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.25% | 32.71%-15.5pp | 30.20%-12.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,508 | $4,283+5.2% | $3,430+31.4% | $4,751-5.1% |
| Participant deferral / active EE | $3,005 | $5,874-48.8% | $4,798-37.4% | $6,710-55.2% |
| Admin fee / account holder | $2,365 | $9,954-76.2% | $7,748-69.5% | $11,403-79.3% |