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 | $201,517 | $104,251+93.3% | $91,001+121.4% | $147,584+36.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.84% | 27.06%-17.2pp | 4.60%+5.2pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,097 | $3,116+95.7% | $2,456+148.3% | $4,876+25.0% |
| Participant deferral / active EE | $10,801 | $4,195+157.5% | $3,547+204.5% | $5,439+98.6% |
| Admin fee / account holder | $2,194 | $8,948-75.5% | $5,417-59.5% | $10,885-79.8% |