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 | $198,132 | $163,101+21.5% | $136,749+44.9% | $142,382+39.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.70% | 27.54%-9.8pp | 24.33%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,597 | $4,117+60.3% | $3,400+94.1% | $4,299+53.5% |
| Participant deferral / active EE | $10,604 | $5,585+89.9% | $4,692+126.0% | $6,507+63.0% |
| Admin fee / account holder | $1,183 | $14,318-91.7% | $11,386-89.6% | $12,624-90.6% |