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 | $190,001 | $102,966+84.5% | $90,281+110.5% | $152,861+24.3% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.4%-6.3pp |
| Annual return | 19.65% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $10,932 | $3,139+248.3% | $2,854+283.0% | $4,762+129.6% |
| Participant deferral / active EE | $3,863 | $4,281-9.8% | $3,885-0.6% | $5,850-34.0% |
| Admin fee / account holder | $1,947 | $6,171-68.4% | $5,351-63.6% | $11,596-83.2% |