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 | $200,514 | $135,635+47.8% | $110,238+81.9% | $135,375+48.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 13.12% | 513.19%-500.1pp | 314.74%-301.6pp | 519.73%-506.6pp |
| Employer contribution / active EE | $4,877 | $4,906-0.6% | $3,826+27.4% | $4,779+2.1% |
| Participant deferral / active EE | $3,558 | $5,506-35.4% | $4,672-23.9% | $5,609-36.6% |
| Admin fee / account holder | $9,171 | $11,457-19.9% | $8,547+7.3% | $10,827-15.3% |