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 | $163,672 | $99,877+63.9% | $84,966+92.6% | $145,922+12.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,097 | $3,231-4.2% | $2,727+13.6% | $4,660-33.5% |
| Participant deferral / active EE | $6,055 | $5,291+14.4% | $4,519+34.0% | $6,688-9.5% |
| Admin fee / account holder | $11,544 | $7,248+59.3% | $6,149+87.8% | $13,397-13.8% |