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 | $240,362 | $117,983+103.7% | $101,794+136.1% | $142,382+68.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.16% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $586 | $2,773-78.9% | $2,289-74.4% | $4,299-86.4% |
| Participant deferral / active EE | $5,283 | $4,714+12.1% | $4,084+29.3% | $6,507-18.8% |
| Admin fee / account holder | $969 | $10,433-90.7% | $8,777-89.0% | $12,624-92.3% |