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 | $204,924 | $100,773+103.4% | $88,946+130.4% | $142,382+43.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.85% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $8,159 | $2,918+179.6% | $2,555+219.3% | $4,299+89.8% |
| Participant deferral / active EE | $11,407 | $5,230+118.1% | $4,581+149.0% | $6,507+75.3% |
| Admin fee / account holder | $4,142 | $9,693-57.3% | $8,261-49.9% | $12,624-67.2% |