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 | $245,403 | $105,998+131.5% | $92,233+166.1% | $147,584+66.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.77% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $12,196 | $4,333+181.5% | $3,679+231.5% | $4,876+150.1% |
| Participant deferral / active EE | $8,509 | $4,478+90.0% | $3,897+118.4% | $5,439+56.5% |
| Admin fee / account holder | $4,072 | $6,332-35.7% | $5,194-21.6% | $10,885-62.6% |