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 | $170,122 | $123,793+37.4% | $177,821-4.3% | $79,858+113.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.23% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,487 | $4,095+9.6% | $5,918-24.2% | $2,471+81.6% |
| Participant deferral / active EE | $5,807 | $5,956-2.5% | $7,714-24.7% | $3,740+55.3% |
| Admin fee / account holder | $10,140 | $7,243+40.0% | $12,427-18.4% | $5,306+91.1% |