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 3-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 | $169,868 | $110,257+54.1% | $96,544+75.9% | $139,434+21.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.83% | 26.32%-7.5pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6,776 | $3,620+87.2% | $2,965+128.5% | $4,751+42.6% |
| Participant deferral / active EE | $4,257 | $5,548-23.3% | $4,851-12.2% | $6,710-36.6% |
| Admin fee / account holder | $9,733 | $11,591-16.0% | $8,252+17.9% | $11,403-14.6% |