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 | $195,248 | $104,907+86.1% | $84,611+130.8% | $152,861+27.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 21.78% | 373.79%-352.0pp | 258.74%-237.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,223 | $3,302-2.4% | $2,652+21.5% | $4,762-32.3% |
| Participant deferral / active EE | $7,474 | $4,688+59.4% | $3,899+91.7% | $5,850+27.8% |
| Admin fee / account holder | $6,420 | $6,241+2.9% | $4,912+30.7% | $11,596-44.6% |