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 | $218,839 | $117,841+85.7% | $102,423+113.7% | $145,922+50.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,639 | $3,615-27.0% | $3,023-12.7% | $4,660-43.4% |
| Participant deferral / active EE | $10,128 | $5,731+76.7% | $5,053+100.4% | $6,688+51.4% |
| Admin fee / account holder | $2,101 | $13,326-84.2% | $9,451-77.8% | $13,397-84.3% |