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 | $210,804 | $107,934+95.3% | $91,989+129.2% | $152,861+37.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 28.07% | 89.24%-61.2pp | 69.02%-40.9pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,443 | $4,210-65.7% | $3,452-58.2% | $4,762-69.7% |
| Participant deferral / active EE | $1,952 | $6,364-69.3% | $5,923-67.1% | $5,850-66.6% |
| Admin fee / account holder | $11,135 | $10,520+5.9% | $7,743+43.8% | $11,596-4.0% |