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 | $113,136 | $95,416+18.6% | $185,823-39.1% | $85,850+31.8% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 18.32% | 23.59%-5.3pp | 122.05%-103.7pp | 318.53%-300.2pp |
| Employer contribution / active EE | $5,291 | $3,314+59.7% | $5,167+2.4% | $2,565+106.3% |
| Participant deferral / active EE | $3,509 | $3,423+2.5% | $5,568-37.0% | $3,952-11.2% |
| Admin fee / account holder | $559 | $7,213-92.2% | $16,237-96.6% | $6,260-91.1% |