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 | $207,823 | $102,317+103.1% | $146,958+41.4% | $80,856+157.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 11.84% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,291 | $3,713-11.4% | $4,933-33.3% | $2,755+19.5% |
| Participant deferral / active EE | $8,688 | $6,644+30.8% | $8,070+7.7% | $4,296+102.2% |
| Admin fee / account holder | $3,114 | $7,941-60.8% | $12,998-76.0% | $6,918-55.0% |