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 | $208,230 | $93,571+122.5% | $135,903+53.2% | $75,163+177.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.15% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,771 | $3,537-49.9% | $4,856-63.5% | $2,670-33.7% |
| Participant deferral / active EE | $10,997 | $6,404+71.7% | $7,758+41.8% | $4,125+166.6% |
| Admin fee / account holder | $3,510 | $6,975-49.7% | $10,762-67.4% | $5,651-37.9% |