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 | $205,454 | $107,334+91.4% | $92,893+121.2% | $152,861+34.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.05% | 145.58%-130.5pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $13,508 | $4,221+220.0% | $3,653+269.8% | $4,762+183.7% |
| Participant deferral / active EE | $5,615 | $4,845+15.9% | $4,236+32.6% | $5,850-4.0% |
| Admin fee / account holder | $7,824 | $7,079+10.5% | $5,794+35.0% | $11,596-32.5% |