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 | $212,646 | $106,515+99.6% | $96,683+119.9% | $139,434+52.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.22% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,519 | $4,103-38.6% | $3,737-32.6% | $4,751-47.0% |
| Participant deferral / active EE | $4,498 | $5,454-17.5% | $4,878-7.8% | $6,710-33.0% |
| Admin fee / account holder | $1,163 | $7,877-85.2% | $6,730-82.7% | $11,403-89.8% |