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 | $212,529 | $90,348+135.2% | $75,972+179.7% | $145,922+45.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.96% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,014 | $3,311-9.0% | $2,685+12.3% | $4,660-35.3% |
| Participant deferral / active EE | $5,164 | $5,1620% | $4,255+21.3% | $6,688-22.8% |
| Admin fee / account holder | $3,540 | $8,467-58.2% | $6,467-45.3% | $13,397-73.6% |