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 | $208,701 | $149,734+39.4% | $118,925+75.5% | $158,922+31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.35% | 19.95%+5.4pp | 35.88%-10.5pp | 302.83%-277.5pp |
| Employer contribution / active EE | $4,194 | $4,115+1.9% | $3,263+28.5% | $4,761-11.9% |
| Participant deferral / active EE | $2,796 | $5,223-46.5% | $4,265-34.4% | $5,982-53.3% |
| Admin fee / account holder | $2,171 | $8,603-74.8% | $6,581-67.0% | $11,246-80.7% |