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 | $146,126 | $106,890+36.7% | $84,015+73.9% | $152,861-4.4% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 20.93% | 104.99%-84.1pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $473 | $2,734-82.7% | $1,983-76.1% | $4,762-90.1% |
| Participant deferral / active EE | $5,546 | $4,011+38.2% | $3,239+71.2% | $5,850-5.2% |
| Admin fee / account holder | $2,161 | $8,285-73.9% | $6,101-64.6% | $11,596-81.4% |