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 | $244,609 | $102,382+138.9% | $147,005+66.4% | $80,874+202.5% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 11.94% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,773 | $3,715-25.4% | $4,934-43.8% | $2,756+0.6% |
| Participant deferral / active EE | $8,539 | $6,646+28.5% | $8,070+5.8% | $4,297+98.7% |
| Admin fee / account holder | $6,042 | $7,942-23.9% | $13,006-53.5% | $6,935-12.9% |