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 | $208,814 | $125,758+66.0% | $169,993+22.8% | $75,163+177.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.18% | 27.20%-3.0pp | 53.37%-29.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $3,906 | $4,615-15.4% | $6,785-42.4% | $2,670+46.3% |
| Participant deferral / active EE | $7,160 | $6,837+4.7% | $10,408-31.2% | $4,125+73.6% |
| Admin fee / account holder | $374 | $8,173-95.4% | $12,815-97.1% | $5,651-93.4% |