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 | $222,470 | $165,912+34.1% | $122,332+81.9% | $147,584+50.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 12.58% | 34.55%-22.0pp | 30.27%-17.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,267 | $5,754-60.6% | $4,050-44.0% | $4,876-53.5% |
| Participant deferral / active EE | $12,800 | $4,005+219.6% | $3,287+289.4% | $5,439+135.4% |
| Admin fee / account holder | $342 | $7,424-95.4% | $5,478-93.8% | $10,885-96.9% |