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 | $199,499 | $89,355+123.3% | $141,162+41.3% | $72,985+173.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.20% | 111.85%-92.6pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $674 | $3,114-78.4% | $4,735-85.8% | $2,440-72.4% |
| Participant deferral / active EE | $4,068 | $5,418-24.9% | $6,709-39.4% | $3,607+12.8% |
| Admin fee / account holder | $16,694 | $5,958+180.2% | $10,261+62.7% | $5,124+225.8% |