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 | $186,415 | $93,571+99.2% | $135,903+37.2% | $75,163+148.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.46% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,688 | $3,537+4.3% | $4,856-24.1% | $2,670+38.1% |
| Participant deferral / active EE | $8,915 | $6,404+39.2% | $7,758+14.9% | $4,125+116.1% |
| Admin fee / account holder | $36,158 | $6,975+418.4% | $10,762+236.0% | $5,651+539.9% |