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 | $197,403 | $232,540-15.1% | $185,117+6.6% | $147,584+33.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.19% | 43.03%-21.8pp | 40.50%-19.3pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,282 | $5,195-36.8% | $4,182-21.5% | $4,876-32.7% |
| Participant deferral / active EE | $2,644 | $5,834-54.7% | $5,045-47.6% | $5,439-51.4% |
| Admin fee / account holder | $16,667 | $10,275+62.2% | $8,159+104.3% | $10,885+53.1% |