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 | $219,806 | $107,015+105.4% | $73,545+198.9% | $147,584+48.9% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 12.95% | 38.25%-25.3pp | -15.16%+28.1pp | 578.55%-565.6pp |
| Employer contribution / active EE | $424 | $1,760-75.9% | $1,219-65.2% | $4,876-91.3% |
| Participant deferral / active EE | $5,969 | $2,462+142.5% | $1,806+230.5% | $5,439+9.8% |
| Admin fee / account holder | $19,045 | $3,055+523.4% | $2,320+721.0% | $10,885+75.0% |