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 | $163,867 | $106,890+53.3% | $84,015+95.0% | $152,861+7.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 21.69% | 104.99%-83.3pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,399 | $2,734-12.2% | $1,983+21.0% | $4,762-49.6% |
| Participant deferral / active EE | $5,356 | $4,011+33.5% | $3,239+65.4% | $5,850-8.5% |
| Admin fee / account holder | $19,303 | $8,285+133.0% | $6,101+216.4% | $11,596+66.5% |