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 | $176,889 | $148,534+19.1% | $135,903+30.2% | $139,434+26.9% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 24.56% | 79.19%-54.6pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $12,693 | $5,243+142.1% | $4,856+161.4% | $4,751+167.2% |
| Participant deferral / active EE | $15,872 | $8,100+95.9% | $7,758+104.6% | $6,710+136.5% |
| Admin fee / account holder | $8,118 | $12,400-34.5% | $10,762-24.6% | $11,403-28.8% |