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 | $234,899 | $111,535+110.6% | $105,223+123.2% | $137,256+71.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.35% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,299 | $3,939-67.0% | $3,689-64.8% | $4,156-68.8% |
| Participant deferral / active EE | $20,061 | $5,500+264.7% | $5,072+295.5% | $6,407+213.1% |
| Admin fee / account holder | $2,603 | $9,721-73.2% | $8,859-70.6% | $12,270-78.8% |