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 | $216,063 | $99,985+116.1% | $146,665+47.3% | $85,850+151.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.96% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,205 | $2,559-13.8% | $4,136-46.7% | $2,565-14.1% |
| Participant deferral / active EE | $7,193 | $4,006+79.6% | $5,506+30.6% | $3,952+82.0% |
| Admin fee / account holder | $1,512 | $7,702-80.4% | $10,280-85.3% | $6,260-75.9% |