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 | $207,793 | $148,534+39.9% | $135,903+52.9% | $139,434+49.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.11% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,707 | $5,243-67.4% | $4,856-64.9% | $4,751-64.1% |
| Participant deferral / active EE | $11,161 | $8,100+37.8% | $7,758+43.9% | $6,710+66.3% |
| Admin fee / account holder | $5,817 | $12,400-53.1% | $10,762-46.0% | $11,403-49.0% |