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 | $198,028 | $96,484+105.2% | $75,886+161.0% | $152,861+29.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.61% | 33.98%-13.4pp | 30.76%-10.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,889 | $3,309-12.7% | $2,500+15.6% | $4,762-39.3% |
| Participant deferral / active EE | $6,111 | $4,553+34.2% | $3,603+69.6% | $5,850+4.5% |
| Admin fee / account holder | $7,438 | $8,078-7.9% | $5,418+37.3% | $11,596-35.9% |