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 | $197,417 | $110,257+79.1% | $96,544+104.5% | $139,434+41.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.87% | 26.32%-14.4pp | 25.84%-14.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,473 | $3,620-59.3% | $2,965-50.3% | $4,751-69.0% |
| Participant deferral / active EE | $2,176 | $5,548-60.8% | $4,851-55.2% | $6,710-67.6% |
| Admin fee / account holder | $44,391 | $11,591+283.0% | $8,252+437.9% | $11,403+289.3% |