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 | $236,680 | $111,754+111.8% | $103,333+129.0% | $145,922+62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,227 | $4,212-23.4% | $3,868-16.6% | $4,660-30.7% |
| Participant deferral / active EE | $11,764 | $5,619+109.4% | $5,057+132.6% | $6,688+75.9% |
| Admin fee / account holder | $4,875 | $9,750-50.0% | $8,355-41.7% | $13,397-63.6% |