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 6-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 | $221,644 | $185,822+19.3% | $169,993+30.4% | $139,434+59.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.63% | 60.50%-45.9pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,390 | $7,590-68.5% | $6,785-64.8% | $4,751-49.7% |
| Participant deferral / active EE | $12,813 | $11,622+10.2% | $10,408+23.1% | $6,710+90.9% |
| Admin fee / account holder | $4,443 | $15,381-71.1% | $12,815-65.3% | $11,403-61.0% |