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 | $192,156 | $99,918+92.3% | $81,382+136.1% | $145,922+31.7% |
| Participation rate | 71.4% | 74.2%-2.7pp | 69.5%+1.9pp | 80.3%-8.8pp |
| Annual return | 15.56% | 34.32%-18.8pp | 24.73%-9.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,937 | $2,978+32.2% | $2,463+59.9% | $4,660-15.5% |
| Participant deferral / active EE | $11,448 | $4,605+148.6% | $3,883+194.8% | $6,688+71.2% |
| Admin fee / account holder | $1,304 | $8,212-84.1% | $5,768-77.4% | $13,397-90.3% |