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 | $194,867 | $78,422+148.5% | $95,952+103.1% | $79,858+144.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.13% | 19.37%-7.2pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,815 | $1,945-6.7% | $2,541-28.6% | $2,471-26.5% |
| Participant deferral / active EE | $3,821 | $3,440+11.1% | $4,167-8.3% | $3,740+2.2% |
| Admin fee / account holder | $9,952 | $5,622+77.0% | $6,795+46.4% | $5,306+87.5% |