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 | $238,380 | $117,841+102.3% | $102,423+132.7% | $145,922+63.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.15% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,915 | $3,615-47.0% | $3,023-36.6% | $4,660-58.9% |
| Participant deferral / active EE | $11,466 | $5,731+100.1% | $5,053+126.9% | $6,688+71.5% |
| Admin fee / account holder | $4,108 | $13,326-69.2% | $9,451-56.5% | $13,397-69.3% |