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 | $197,898 | $123,793+59.9% | $177,821+11.3% | $79,858+147.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.61% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,028 | $4,095+22.8% | $5,918-15.1% | $2,471+103.5% |
| Participant deferral / active EE | $4,887 | $5,956-18.0% | $7,714-36.6% | $3,740+30.7% |
| Admin fee / account holder | $4,147 | $7,243-42.7% | $12,427-66.6% | $5,306-21.8% |