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 | $238,480 | $185,822+28.3% | $169,993+40.3% | $139,434+71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.48% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,033 | $7,590-60.0% | $6,785-55.3% | $4,751-36.2% |
| Participant deferral / active EE | $7,757 | $11,622-33.3% | $10,408-25.5% | $6,710+15.6% |
| Admin fee / account holder | $6,370 | $15,381-58.6% | $12,815-50.3% | $11,403-44.1% |