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 | $211,868 | $152,587+38.9% | $125,175+69.3% | $152,861+38.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.76% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,294 | $4,946-53.6% | $3,865-40.7% | $4,762-51.8% |
| Participant deferral / active EE | $6,233 | $5,868+6.2% | $4,937+26.3% | $5,850+6.5% |
| Admin fee / account holder | $3,220 | $13,434-76.0% | $9,702-66.8% | $11,596-72.2% |