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 | $192,579 | $152,587+26.2% | $125,175+53.8% | $152,861+26.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.01% | 54.84%-38.8pp | 43.79%-27.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $9,958 | $4,946+101.3% | $3,865+157.6% | $4,762+109.1% |
| Participant deferral / active EE | $9,152 | $5,868+56.0% | $4,937+85.4% | $5,850+56.4% |
| Admin fee / account holder | $2,407 | $13,434-82.1% | $9,702-75.2% | $11,596-79.2% |