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 | $141,371 | $112,096+26.1% | $95,952+47.3% | $158,922-11.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 16.49% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $6,763 | $3,198+111.5% | $2,541+166.1% | $4,761+42.0% |
| Participant deferral / active EE | $15,083 | $4,784+215.3% | $4,167+262.0% | $5,982+152.1% |
| Admin fee / account holder | $27,539 | $10,130+171.8% | $6,795+305.3% | $11,246+144.9% |