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 | $199,610 | $88,751+124.9% | $81,812+144.0% | $145,922+36.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 10.68% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,843 | $3,083-7.8% | $2,912-2.4% | $4,660-39.0% |
| Participant deferral / active EE | $15,943 | $4,643+243.4% | $4,319+269.2% | $6,688+138.4% |
| Admin fee / account holder | $1,398 | $8,415-83.4% | $7,386-81.1% | $13,397-89.6% |