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 | $195,277 | $157,256+24.2% | $141,162+38.3% | $152,861+27.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.75% | 64.32%-44.6pp | 71.39%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $7,712 | $5,261+46.6% | $4,735+62.9% | $4,762+61.9% |
| Participant deferral / active EE | $9,656 | $7,109+35.8% | $6,709+43.9% | $5,850+65.1% |
| Admin fee / account holder | $3,548 | $12,120-70.7% | $10,261-65.4% | $11,596-69.4% |