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 | $214,592 | $78,422+173.6% | $95,952+123.6% | $79,858+168.7% |
| Participation rate | 74.2% | 73.5%+0.8pp | 77.1%-2.8pp | 69.6%+4.6pp |
| Annual return | 15.12% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,357 | $1,945+72.6% | $2,541+32.1% | $2,471+35.9% |
| Participant deferral / active EE | $5,864 | $3,440+70.5% | $4,167+40.7% | $3,740+56.8% |
| Admin fee / account holder | $1,467 | $5,622-73.9% | $6,795-78.4% | $5,306-72.3% |