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 | $197,375 | $107,334+83.9% | $92,893+112.5% | $152,861+29.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.03% | 145.58%-130.6pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $5,521 | $4,221+30.8% | $3,653+51.1% | $4,762+15.9% |
| Participant deferral / active EE | $5,893 | $4,845+21.6% | $4,236+39.1% | $5,850+0.7% |
| Admin fee / account holder | $2,546 | $7,079-64.0% | $5,794-56.1% | $11,596-78.0% |