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 | $123,364 | $93,571+31.8% | $135,903-9.2% | $75,163+64.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.50% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,918 | $3,537-17.5% | $4,856-39.9% | $2,670+9.3% |
| Participant deferral / active EE | $9,723 | $6,404+51.8% | $7,758+25.3% | $4,125+135.7% |
| Admin fee / account holder | $1,598 | $6,975-77.1% | $10,762-85.2% | $5,651-71.7% |