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 | $200,218 | $89,753+123.1% | $107,525+86.2% | $84,808+136.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.42% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,101 | $3,113-32.5% | $3,754-44.0% | $2,631-20.1% |
| Participant deferral / active EE | $6,234 | $4,056+53.7% | $5,116+21.9% | $4,212+48.0% |
| Admin fee / account holder | $1,679 | $7,222-76.8% | $8,919-81.2% | $7,344-77.1% |