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 | $206,354 | $106,890+93.1% | $84,015+145.6% | $152,861+35.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.62% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $5,076 | $2,734+85.6% | $1,983+155.9% | $4,762+6.6% |
| Participant deferral / active EE | $6,243 | $4,011+55.6% | $3,239+92.8% | $5,850+6.7% |
| Admin fee / account holder | $2,924 | $8,285-64.7% | $6,101-52.1% | $11,596-74.8% |