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 | $238,664 | $110,257+116.5% | $96,544+147.2% | $139,434+71.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.06% | 26.32%-11.3pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,564 | $3,620-29.2% | $2,965-13.5% | $4,751-46.0% |
| Participant deferral / active EE | $7,041 | $5,548+26.9% | $4,851+45.1% | $6,710+4.9% |
| Admin fee / account holder | $6,872 | $11,591-40.7% | $8,252-16.7% | $11,403-39.7% |