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 | $223,891 | $104,251+114.8% | $91,001+146.0% | $147,584+51.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.77% | 27.06%-11.3pp | 4.60%+11.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,254 | $3,116-27.6% | $2,456-8.2% | $4,876-53.8% |
| Participant deferral / active EE | $4,718 | $4,195+12.5% | $3,547+33.0% | $5,439-13.2% |
| Admin fee / account holder | $15,164 | $8,948+69.5% | $5,417+179.9% | $10,885+39.3% |