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 | $219,876 | $148,978+47.6% | $200,582+9.6% | $84,808+159.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.00% | 28.16%-11.2pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,679 | $4,815-65.1% | $6,419-73.8% | $2,631-36.2% |
| Participant deferral / active EE | $8,006 | $7,142+12.1% | $9,331-14.2% | $4,212+90.1% |
| Admin fee / account holder | $29,600 | $13,977+111.8% | $16,305+81.5% | $7,344+303.1% |