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 | $193,106 | $112,096+72.3% | $95,952+101.3% | $158,922+21.5% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 21.66% | 171.09%-149.4pp | 91.61%-70.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $3,544 | $3,198+10.8% | $2,541+39.5% | $4,761-25.6% |
| Participant deferral / active EE | $8,239 | $4,784+72.2% | $4,167+97.7% | $5,982+37.7% |
| Admin fee / account holder | $18,276 | $10,130+80.4% | $6,795+168.9% | $11,246+62.5% |