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 | $183,680 | $100,773+82.3% | $88,946+106.5% | $142,382+29.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.21% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,004 | $2,918+37.2% | $2,555+56.7% | $4,299-6.9% |
| Participant deferral / active EE | $8,516 | $5,230+62.8% | $4,581+85.9% | $6,507+30.9% |
| Admin fee / account holder | $6,129 | $9,693-36.8% | $8,261-25.8% | $12,624-51.5% |