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 | $199,543 | $99,652+100.2% | $78,778+153.3% | $147,584+35.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.95% | 47.28%-31.3pp | 35.62%-19.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $476 | $2,796-83.0% | $1,986-76.0% | $4,876-90.2% |
| Participant deferral / active EE | $5,894 | $3,664+60.9% | $2,958+99.2% | $5,439+8.4% |
| Admin fee / account holder | $4,612 | $7,155-35.5% | $5,134-10.2% | $10,885-57.6% |