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 | $202,001 | $104,974+92.4% | $95,585+111.3% | $142,382+41.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 210.33%-194.5pp | 38.56%-22.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,039 | $2,779+9.4% | $2,527+20.3% | $4,299-29.3% |
| Participant deferral / active EE | $1,490 | $4,352-65.8% | $4,023-63.0% | $6,507-77.1% |
| Admin fee / account holder | $13,441 | $6,386+110.5% | $6,127+119.4% | $12,624+6.5% |