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 | $193,945 | $107,934+79.7% | $91,989+110.8% | $152,861+26.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.99% | 89.24%-71.3pp | 69.02%-51.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,508 | $4,210-16.7% | $3,452+1.6% | $4,762-26.3% |
| Participant deferral / active EE | $3,526 | $6,364-44.6% | $5,923-40.5% | $5,850-39.7% |
| Admin fee / account holder | $2,558 | $10,520-75.7% | $7,743-67.0% | $11,596-77.9% |