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 | $231,273 | $103,376+123.7% | $87,100+165.5% | $152,861+51.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.85% | 28.10%-2.2pp | 28.19%-2.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,300 | $3,220-28.6% | $2,521-8.8% | $4,762-51.7% |
| Participant deferral / active EE | $9,710 | $4,778+103.2% | $4,049+139.8% | $5,850+66.0% |
| Admin fee / account holder | $2,317 | $12,205-81.0% | $7,497-69.1% | $11,596-80.0% |