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 | $246,731 | $117,983+109.1% | $101,794+142.4% | $142,382+73.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.60% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,380 | $2,773-14.1% | $2,289+4.0% | $4,299-44.6% |
| Participant deferral / active EE | $1,901 | $4,714-59.7% | $4,084-53.5% | $6,507-70.8% |
| Admin fee / account holder | $513 | $10,433-95.1% | $8,777-94.2% | $12,624-95.9% |