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 8-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 | $195,591 | $106,890+83.0% | $84,015+132.8% | $152,861+28.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 18.79% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,846 | $2,734+4.1% | $1,983+43.5% | $4,762-40.2% |
| Participant deferral / active EE | $10,857 | $4,011+170.7% | $3,239+235.2% | $5,850+85.6% |
| Admin fee / account holder | $1,653 | $8,285-80.0% | $6,101-72.9% | $11,596-85.7% |