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 | $240,395 | $138,065+74.1% | $123,544+94.6% | $135,375+77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.73% | 153.68%-147.0pp | 119.20%-112.5pp | 519.73%-513.0pp |
| Employer contribution / active EE | $1,400 | $5,151-72.8% | $4,628-69.7% | $4,779-70.7% |
| Participant deferral / active EE | $3,391 | $6,799-50.1% | $6,426-47.2% | $5,609-39.5% |
| Admin fee / account holder | $1,430 | $10,916-86.9% | $9,284-84.6% | $10,827-86.8% |