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 | $218,629 | $104,251+109.7% | $91,001+140.2% | $147,584+48.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.42% | 27.06%-7.6pp | 4.60%+14.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,775 | $3,116+21.2% | $2,456+53.7% | $4,876-22.6% |
| Participant deferral / active EE | $8,033 | $4,195+91.5% | $3,547+126.5% | $5,439+47.7% |
| Admin fee / account holder | $358 | $8,948-96.0% | $5,417-93.4% | $10,885-96.7% |