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 | $214,676 | $78,422+173.7% | $95,952+123.7% | $79,858+168.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.82% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $745 | $1,945-61.7% | $2,541-70.7% | $2,471-69.9% |
| Participant deferral / active EE | $3,968 | $3,440+15.3% | $4,167-4.8% | $3,740+6.1% |
| Admin fee / account holder | $997 | $5,622-82.3% | $6,795-85.3% | $5,306-81.2% |