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 | $203,882 | $114,047+78.8% | $96,139+112.1% | $167,490+21.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.10% | 189.88%-171.8pp | 191.94%-173.8pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,205 | $3,427-64.8% | $2,797-56.9% | $4,837-75.1% |
| Participant deferral / active EE | $2,827 | $5,194-45.6% | $4,349-35.0% | $6,341-55.4% |
| Admin fee / account holder | $3,291 | $6,897-52.3% | $5,537-40.6% | $12,309-73.3% |