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 | $234,139 | $127,065+84.3% | $113,168+106.9% | $142,382+64.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.37% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,856 | $3,442+41.1% | $2,975+63.2% | $4,299+13.0% |
| Participant deferral / active EE | $6,778 | $5,716+18.6% | $5,107+32.7% | $6,507+4.2% |
| Admin fee / account holder | $1,793 | $15,736-88.6% | $12,068-85.1% | $12,624-85.8% |