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 | $217,570 | $118,450+83.7% | $98,439+121.0% | $139,434+56.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 18.94%-7.6pp | 21.16%-9.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,375 | $3,609-61.9% | $3,048-54.9% | $4,751-71.0% |
| Participant deferral / active EE | $4,181 | $5,392-22.5% | $4,738-11.8% | $6,710-37.7% |
| Admin fee / account holder | $10,768 | $14,026-23.2% | $8,948+20.3% | $11,403-5.6% |