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 5-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 | $203,690 | $117,983+72.6% | $101,794+100.1% | $142,382+43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 41.69% | 36.92%+4.8pp | 30.53%+11.2pp | 217.08%-175.4pp |
| Employer contribution / active EE | $2,815 | $2,773+1.5% | $2,289+23.0% | $4,299-34.5% |
| Participant deferral / active EE | $8,515 | $4,714+80.6% | $4,084+108.5% | $6,507+30.8% |
| Admin fee / account holder | $542 | $10,433-94.8% | $8,777-93.8% | $12,624-95.7% |