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 | $181,045 | $124,319+45.6% | $111,297+62.7% | $167,490+8.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.43% | 37.44%-26.0pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $9,717 | $3,435+182.9% | $2,731+255.8% | $4,837+100.9% |
| Participant deferral / active EE | $3,825 | $5,180-26.2% | $4,487-14.8% | $6,341-39.7% |
| Admin fee / account holder | $3,847 | $10,618-63.8% | $7,964-51.7% | $12,309-68.7% |