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 | $237,978 | $118,680+100.5% | $98,907+140.6% | $158,922+49.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.20% | 372.35%-361.1pp | 196.43%-185.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,474 | $3,333-25.8% | $2,689-8.0% | $4,761-48.0% |
| Participant deferral / active EE | $7,679 | $5,088+50.9% | $4,244+80.9% | $5,982+28.4% |
| Admin fee / account holder | $3,820 | $10,131-62.3% | $6,642-42.5% | $11,246-66.0% |