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 | $83,025 | $52,681+57.6% | $75,781+9.6% | $59,632+39.2% |
| Participation rate | 94.7% | 67.2%+27.5pp | 75.8%+18.9pp | 68.7%+26.1pp |
| Annual return | 134.94% | 2.95%+132.0pp | 9.68%+125.3pp | 2041.28%-1906.3pp |
| Employer contribution / active EE | $12,517 | $2,193+470.7% | $3,323+276.7% | $2,203+468.3% |
| Participant deferral / active EE | $9,445 | $2,591+264.6% | $3,651+158.7% | $3,192+195.9% |
| Admin fee / account holder | $5,141 | $3,610+42.4% | $5,299-3.0% | $4,297+19.6% |