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 | $199,526 | $110,261+81.0% | $95,745+108.4% | $139,434+43.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.45% | 27.11%-17.7pp | 28.35%-18.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,196 | $3,257-63.3% | $2,835-57.8% | $4,751-74.8% |
| Participant deferral / active EE | $4,000 | $4,676-14.5% | $4,245-5.8% | $6,710-40.4% |
| Admin fee / account holder | $2,691 | $6,613-59.3% | $5,678-52.6% | $11,403-76.4% |