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 | $100,004+92.1% | $81,438+136.0% | $145,959+31.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 15.56% | 34.34%-18.8pp | 24.74%-9.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $3,937 | $2,970+32.6% | $2,460+60.0% | $4,661-15.5% |
| Participant deferral / active EE | $11,448 | $4,603+148.7% | $3,883+194.8% | $6,689+71.2% |
| Admin fee / account holder | $1,304 | $8,202-84.1% | $5,764-77.4% | $13,398-90.3% |