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 | $171,207 | $125,758+36.1% | $169,993+0.7% | $75,163+127.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.87% | 27.20%-2.3pp | 53.37%-28.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,598 | $4,615-65.4% | $6,785-76.5% | $2,670-40.2% |
| Participant deferral / active EE | $7,196 | $6,837+5.3% | $10,408-30.9% | $4,125+74.5% |
| Admin fee / account holder | $5,824 | $8,173-28.7% | $12,815-54.6% | $5,651+3.1% |