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 | $183,406 | $102,616+78.7% | $81,983+123.7% | $158,922+15.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 6.61% | 61.04%-54.4pp | 41.31%-34.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $9,090 | $3,240+180.5% | $2,498+263.9% | $4,761+90.9% |
| Participant deferral / active EE | $14,432 | $4,648+210.5% | $3,722+287.7% | $5,982+141.3% |
| Admin fee / account holder | $1,673 | $8,235-79.7% | $5,664-70.5% | $11,246-85.1% |