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 | $220,313 | $107,934+104.1% | $91,989+139.5% | $152,861+44.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 30.04% | 89.24%-59.2pp | 69.02%-39.0pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,452 | $4,210-65.5% | $3,452-57.9% | $4,762-69.5% |
| Participant deferral / active EE | $4,454 | $6,364-30.0% | $5,923-24.8% | $5,850-23.9% |
| Admin fee / account holder | $3,112 | $10,520-70.4% | $7,743-59.8% | $11,596-73.2% |