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 | $233,156 | $99,652+134.0% | $78,778+196.0% | $147,584+58.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.64% | 47.28%-28.6pp | 35.62%-17.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $6,861 | $2,796+145.4% | $1,986+245.5% | $4,876+40.7% |
| Participant deferral / active EE | $5,852 | $3,664+59.7% | $2,958+97.8% | $5,439+7.6% |
| Admin fee / account holder | $4,849 | $7,155-32.2% | $5,134-5.6% | $10,885-55.5% |