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 | $136,014 | $104,907+29.7% | $84,611+60.8% | $152,861-11.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.90% | 373.79%-350.9pp | 258.74%-235.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,696 | $3,302-18.3% | $2,652+1.6% | $4,762-43.4% |
| Participant deferral / active EE | $9,811 | $4,688+109.3% | $3,899+151.6% | $5,850+67.7% |
| Admin fee / account holder | $2,531 | $6,241-59.4% | $4,912-48.5% | $11,596-78.2% |