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 | $186,863 | $64,839+188.2% | $95,585+95.5% | $84,808+120.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.54% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,436 | $1,759+209.1% | $2,527+115.2% | $2,631+106.6% |
| Participant deferral / active EE | $5,226 | $2,965+76.3% | $4,023+29.9% | $4,212+24.1% |
| Admin fee / account holder | $2,102 | $5,964-64.8% | $6,127-65.7% | $7,344-71.4% |