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 | $244,126 | $117,841+107.2% | $102,423+138.3% | $145,922+67.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.68% | 31.65%-22.0pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,791 | $3,615-50.4% | $3,023-40.7% | $4,660-61.6% |
| Participant deferral / active EE | $7,165 | $5,731+25.0% | $5,053+41.8% | $6,688+7.1% |
| Admin fee / account holder | $2,656 | $13,326-80.1% | $9,451-71.9% | $13,397-80.2% |