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 | $241,991 | $123,793+95.5% | $177,821+36.1% | $79,858+203.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.73% | 22.82%-3.1pp | 48.32%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,742 | $4,095-33.1% | $5,918-53.7% | $2,471+11.0% |
| Participant deferral / active EE | $6,681 | $5,956+12.2% | $7,714-13.4% | $3,740+78.6% |
| Admin fee / account holder | $4,174 | $7,243-42.4% | $12,427-66.4% | $5,306-21.3% |