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 | $219,662 | $137,414+59.9% | $189,513+15.9% | $85,850+155.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.33% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $7,708 | $4,344+77.4% | $6,162+25.1% | $2,565+200.5% |
| Participant deferral / active EE | $5,289 | $6,260-15.5% | $8,221-35.7% | $3,952+33.8% |
| Admin fee / account holder | $7,122 | $8,630-17.5% | $12,045-40.9% | $6,260+13.8% |