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 | $213,621 | $117,841+81.3% | $102,423+108.6% | $145,922+46.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,550 | $3,615-57.1% | $3,023-48.7% | $4,660-66.7% |
| Participant deferral / active EE | $2,605 | $5,731-54.5% | $5,053-48.5% | $6,688-61.1% |
| Admin fee / account holder | $11,603 | $13,326-12.9% | $9,451+22.8% | $13,397-13.4% |