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 | $194,351 | $100,852+92.7% | $90,404+115.0% | $158,922+22.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.80% | 1724.20%-1714.4pp | 1293.02%-1283.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,271 | $3,689-11.3% | $3,262+0.3% | $4,761-31.3% |
| Participant deferral / active EE | $7,443 | $4,348+71.2% | $3,963+87.8% | $5,982+24.4% |
| Admin fee / account holder | $5,504 | $6,501-15.3% | $5,611-1.9% | $11,246-51.1% |