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 | $183,605 | $93,571+96.2% | $135,903+35.1% | $75,163+144.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.82% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,021 | $3,537+13.7% | $4,856-17.2% | $2,670+50.6% |
| Participant deferral / active EE | $6,640 | $6,404+3.7% | $7,758-14.4% | $4,125+61.0% |
| Admin fee / account holder | $2,994 | $6,975-57.1% | $10,762-72.2% | $5,651-47.0% |