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 | $220,814 | $118,450+86.4% | $98,439+124.3% | $139,434+58.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $19,589 | $3,609+442.7% | $3,048+542.7% | $4,751+312.3% |
| Participant deferral / active EE | $3,898 | $5,392-27.7% | $4,738-17.7% | $6,710-41.9% |
| Admin fee / account holder | $3,974 | $14,026-71.7% | $8,948-55.6% | $11,403-65.2% |