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 7-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 | $216,181 | $110,261+96.1% | $95,745+125.8% | $139,434+55.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.48% | 27.11%-11.6pp | 28.35%-12.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $25,014 | $3,257+667.9% | $2,835+782.5% | $4,751+426.5% |
| Participant deferral / active EE | $16,276 | $4,676+248.1% | $4,245+283.5% | $6,710+142.6% |
| Admin fee / account holder | $4,462 | $6,613-32.5% | $5,678-21.4% | $11,403-60.9% |