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 | $195,396 | $104,251+87.4% | $91,001+114.7% | $147,584+32.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.38% | 27.06%-14.7pp | 4.60%+7.8pp | 578.55%-566.2pp |
| Employer contribution / active EE | $10,412 | $3,116+234.2% | $2,456+324.0% | $4,876+113.5% |
| Participant deferral / active EE | $7,333 | $4,195+74.8% | $3,547+106.7% | $5,439+34.8% |
| Admin fee / account holder | $16,246 | $8,948+81.6% | $5,417+199.9% | $10,885+49.2% |