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 | $191,989 | $103,949+84.7% | $69,182+177.5% | $273,961-29.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.70% | 35.28%-24.6pp | -21.93%+32.6pp | 41.45%-30.7pp |
| Employer contribution / active EE | $4,240 | $1,783+137.8% | $1,206+251.5% | $4,869-12.9% |
| Participant deferral / active EE | $10,849 | $2,716+299.4% | $1,897+471.9% | $5,287+105.2% |
| Admin fee / account holder | $6,648 | $3,671+81.1% | $2,697+146.5% | $10,132-34.4% |