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 | $206,242 | $112,881+82.7% | $90,951+126.8% | $158,922+29.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.90% | 215.79%-206.9pp | 134.60%-125.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $951 | $2,893-67.1% | $2,122-55.2% | $4,761-80.0% |
| Participant deferral / active EE | $10,572 | $4,128+156.1% | $3,373+213.4% | $5,982+76.7% |
| Admin fee / account holder | $3,751 | $8,041-53.4% | $5,959-37.0% | $11,246-66.6% |