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 | $193,776 | $105,181+84.2% | $159,436+21.5% | $85,850+125.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.32% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,229 | $3,318-2.7% | $4,829-33.1% | $2,565+25.9% |
| Participant deferral / active EE | $8,812 | $5,945+48.2% | $7,352+19.9% | $3,952+123.0% |
| Admin fee / account holder | $4,454 | $6,933-35.8% | $10,799-58.8% | $6,260-28.8% |