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 | $200,203 | $106,890+87.3% | $84,015+138.3% | $152,861+31.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 15.55% | 104.99%-89.4pp | 71.31%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,400 | $2,734+24.3% | $1,983+71.4% | $4,762-28.6% |
| Participant deferral / active EE | $3,406 | $4,011-15.1% | $3,239+5.2% | $5,850-41.8% |
| Admin fee / account holder | $7,100 | $8,285-14.3% | $6,101+16.4% | $11,596-38.8% |