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 7-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 | $158,142 | $106,749+48.1% | $145,433+8.7% | $82,448+91.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.91% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,268 | $3,444-5.1% | $4,554-28.3% | $2,551+28.1% |
| Participant deferral / active EE | $7,179 | $6,519+10.1% | $7,897-9.1% | $4,139+73.4% |
| Admin fee / account holder | $12,020 | $8,390+43.3% | $13,129-8.4% | $7,234+66.2% |