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 | $169,979 | $102,966+65.1% | $90,281+88.3% | $152,861+11.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 18.92% | 95.16%-76.2pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,951 | $3,139+89.6% | $2,854+108.5% | $4,762+25.0% |
| Participant deferral / active EE | $11,225 | $4,281+162.2% | $3,885+188.9% | $5,850+91.9% |
| Admin fee / account holder | $1,289 | $6,171-79.1% | $5,351-75.9% | $11,596-88.9% |