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 | $185,925 | $85,022+118.7% | $70,515+163.7% | $139,434+33.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.29% | 30.38%-11.1pp | 32.77%-13.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,352 | $3,909-39.8% | $2,973-20.9% | $4,751-50.5% |
| Participant deferral / active EE | $7,400 | $5,890+25.6% | $4,567+62.0% | $6,710+10.3% |
| Admin fee / account holder | $1,736 | $8,906-80.5% | $6,412-72.9% | $11,403-84.8% |