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 | $196,436 | $107,934+82.0% | $91,989+113.5% | $152,861+28.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.02% | 89.24%-69.2pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,706 | $4,210+11.8% | $3,452+36.3% | $4,762-1.2% |
| Participant deferral / active EE | $6,936 | $6,364+9.0% | $5,923+17.1% | $5,850+18.6% |
| Admin fee / account holder | $465 | $10,520-95.6% | $7,743-94.0% | $11,596-96.0% |