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 | $181,283 | $109,881+65.0% | $150,045+20.8% | $84,808+113.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.61% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,024 | $3,561+41.1% | $4,693+7.1% | $2,631+91.0% |
| Participant deferral / active EE | $12,273 | $6,636+84.9% | $7,997+53.5% | $4,212+191.4% |
| Admin fee / account holder | $774 | $8,568-91.0% | $13,435-94.2% | $7,344-89.5% |